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dartlab-data

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Table Question Answering
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Languages:
Korean
English
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1M<n<10M
Tags:
finance
disclosure
dart
edgar
sec
xbrl
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Dataset card Data Studio Files
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33f2827
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1 Parent(s): d8f0f1e

갱신: 전 상장사 분석 렌즈 대표 제품 JSON

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Files changed (50) hide show
  1. landing/lenses/000010.json +29 -29
  2. landing/lenses/000020.json +157 -58
  3. landing/lenses/000030.json +31 -31
  4. landing/lenses/000040.json +85 -67
  5. landing/lenses/000050.json +78 -55
  6. landing/lenses/000060.json +63 -40
  7. landing/lenses/000070.json +70 -47
  8. landing/lenses/000080.json +75 -52
  9. landing/lenses/000100.json +68 -45
  10. landing/lenses/000110.json +29 -29
  11. landing/lenses/000120.json +79 -56
  12. landing/lenses/000140.json +158 -59
  13. landing/lenses/000150.json +71 -48
  14. landing/lenses/000180.json +81 -58
  15. landing/lenses/0001A0.json +38 -38
  16. landing/lenses/000210.json +71 -48
  17. landing/lenses/000220.json +80 -57
  18. landing/lenses/000230.json +84 -61
  19. landing/lenses/000240.json +70 -47
  20. landing/lenses/000250.json +80 -57
  21. landing/lenses/000270.json +74 -51
  22. landing/lenses/000300.json +59 -36
  23. landing/lenses/000320.json +65 -42
  24. landing/lenses/000370.json +62 -39
  25. landing/lenses/000390.json +164 -65
  26. landing/lenses/000400.json +56 -33
  27. landing/lenses/000430.json +86 -63
  28. landing/lenses/000440.json +68 -45
  29. landing/lenses/000480.json +69 -46
  30. landing/lenses/000490.json +67 -44
  31. landing/lenses/0004V0.json +32 -32
  32. landing/lenses/0004Y0.json +41 -41
  33. landing/lenses/000500.json +79 -56
  34. landing/lenses/000520.json +71 -48
  35. landing/lenses/000540.json +58 -35
  36. landing/lenses/000590.json +63 -40
  37. landing/lenses/000640.json +61 -38
  38. landing/lenses/000650.json +64 -41
  39. landing/lenses/000660.json +70 -47
  40. landing/lenses/000670.json +71 -48
  41. landing/lenses/000680.json +74 -51
  42. landing/lenses/000700.json +69 -46
  43. landing/lenses/000720.json +79 -56
  44. landing/lenses/000760.json +74 -51
  45. landing/lenses/0007C0.json +30 -30
  46. landing/lenses/0007J0.json +34 -34
  47. landing/lenses/000800.json +67 -44
  48. landing/lenses/000810.json +61 -38
  49. landing/lenses/000850.json +67 -44
  50. landing/lenses/000860.json +79 -56
landing/lenses/000010.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
- "retrievedAt": "2026-08-23"
42
  },
43
  "period": "2026",
44
- "knowledgeBoundary": "2026-08-23"
45
  },
46
  "status": "partial",
47
  "conclusion": {
@@ -234,13 +234,13 @@
234
  "version": "v4.0"
235
  },
236
  "time": {
237
- "asOf": "2026-08-23",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
- "retrievedAt": "2026-08-23"
241
  },
242
  "period": "2026",
243
- "knowledgeBoundary": "2026-08-23"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
@@ -399,14 +399,14 @@
399
  "version": "1"
400
  },
401
  "time": {
402
- "asOf": "2026-08-23",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
405
  "financialPeriod": null,
406
- "retrievedAt": "2026-08-23"
407
  },
408
  "period": null,
409
- "knowledgeBoundary": "2026-08-23"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
@@ -521,15 +521,15 @@
521
  "version": "1"
522
  },
523
  "time": {
524
- "asOf": "2026-08-23",
525
- "dataAsOf": "2026-08-21",
526
  "period": null,
527
- "knowledgeBoundary": "2026-08-23"
528
  },
529
  "status": "partial",
530
  "conclusion": {
531
- "label": "거시 전파 경로 혼재",
532
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
533
  },
534
  "confidence": {
535
  "level": "medium",
@@ -540,19 +540,19 @@
540
  {
541
  "id": "BAMLH0A0HYM2",
542
  "label": "미국 HY 스프레드",
543
- "value": 2.75,
544
  "unit": "%p",
545
- "signal": "rising",
546
- "change": 0.020000000000000018,
547
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
548
  },
549
  {
550
  "id": "BASE_RATE",
551
  "label": "한국 기준금리",
552
- "value": 2.75,
553
  "unit": "%",
554
- "signal": "flat",
555
- "change": 0.0,
556
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
557
  },
558
  {
@@ -567,10 +567,10 @@
567
  {
568
  "id": "DCOILWTICO",
569
  "label": "WTI",
570
- "value": 86.48,
571
  "unit": "$",
572
- "signal": "rising",
573
- "change": 0.4399999999999977,
574
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
575
  },
576
  {
@@ -585,10 +585,10 @@
585
  {
586
  "id": "USDKRW",
587
  "label": "원/달러",
588
- "value": 1386.5,
589
  "unit": "원",
590
  "signal": "falling",
591
- "change": -6.099999999999909,
592
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
593
  }
594
  ],
@@ -599,7 +599,7 @@
599
  "kind": "macroObservation",
600
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
601
  "status": "observed",
602
- "observedAt": "2026-08-20",
603
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
604
  },
605
  {
@@ -607,7 +607,7 @@
607
  "kind": "macroObservation",
608
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
609
  "status": "observed",
610
- "observedAt": "2026-08-21",
611
  "detail": "한국 기준금리 최신 관측과 직전 변화"
612
  },
613
  {
@@ -623,7 +623,7 @@
623
  "kind": "macroObservation",
624
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
625
  "status": "observed",
626
- "observedAt": "2026-08-18",
627
  "detail": "WTI 최신 관측과 직전 변화"
628
  },
629
  {
@@ -639,7 +639,7 @@
639
  "kind": "macroObservation",
640
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
641
  "status": "observed",
642
- "observedAt": "2026-08-21",
643
  "detail": "원/달러 최신 관측과 직전 변화"
644
  },
645
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
 
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
+ "retrievedAt": "2026-08-30"
42
  },
43
  "period": "2026",
44
+ "knowledgeBoundary": "2026-08-30"
45
  },
46
  "status": "partial",
47
  "conclusion": {
 
234
  "version": "v4.0"
235
  },
236
  "time": {
237
+ "asOf": "2026-08-30",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
+ "retrievedAt": "2026-08-30"
241
  },
242
  "period": "2026",
243
+ "knowledgeBoundary": "2026-08-30"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
 
399
  "version": "1"
400
  },
401
  "time": {
402
+ "asOf": "2026-08-30",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
405
  "financialPeriod": null,
406
+ "retrievedAt": "2026-08-30"
407
  },
408
  "period": null,
409
+ "knowledgeBoundary": "2026-08-30"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
 
521
  "version": "1"
522
  },
523
  "time": {
524
+ "asOf": "2026-08-30",
525
+ "dataAsOf": "2026-08-28",
526
  "period": null,
527
+ "knowledgeBoundary": "2026-08-30"
528
  },
529
  "status": "partial",
530
  "conclusion": {
531
+ "label": "거시 역풍 경로 우세",
532
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
533
  },
534
  "confidence": {
535
  "level": "medium",
 
540
  {
541
  "id": "BAMLH0A0HYM2",
542
  "label": "미국 HY 스프레드",
543
+ "value": 2.63,
544
  "unit": "%p",
545
+ "signal": "falling",
546
+ "change": -0.040000000000000036,
547
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
548
  },
549
  {
550
  "id": "BASE_RATE",
551
  "label": "한국 기준금리",
552
+ "value": 3.0,
553
  "unit": "%",
554
+ "signal": "rising",
555
+ "change": 0.25,
556
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
557
  },
558
  {
 
567
  {
568
  "id": "DCOILWTICO",
569
  "label": "WTI",
570
+ "value": 83.9,
571
  "unit": "$",
572
+ "signal": "falling",
573
+ "change": -2.4399999999999977,
574
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
575
  },
576
  {
 
585
  {
586
  "id": "USDKRW",
587
  "label": "원/달러",
588
+ "value": 1372.5,
589
  "unit": "원",
590
  "signal": "falling",
591
+ "change": -8.400000000000091,
592
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
593
  }
594
  ],
 
599
  "kind": "macroObservation",
600
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
601
  "status": "observed",
602
+ "observedAt": "2026-08-27",
603
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
604
  },
605
  {
 
607
  "kind": "macroObservation",
608
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
609
  "status": "observed",
610
+ "observedAt": "2026-08-27",
611
  "detail": "한국 기준금리 최신 관측과 직전 변화"
612
  },
613
  {
 
623
  "kind": "macroObservation",
624
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
625
  "status": "observed",
626
+ "observedAt": "2026-08-25",
627
  "detail": "WTI 최신 관측과 직전 변화"
628
  },
629
  {
 
639
  "kind": "macroObservation",
640
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
641
  "status": "observed",
642
+ "observedAt": "2026-08-28",
643
  "detail": "원/달러 최신 관측과 직전 변화"
644
  },
645
  {
landing/lenses/000020.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -622,13 +622,13 @@
622
  "version": "v4.0"
623
  },
624
  "time": {
625
- "asOf": "2026-08-23",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
- "retrievedAt": "2026-08-23"
629
  },
630
  "period": "2025",
631
- "knowledgeBoundary": "2026-08-23"
632
  },
633
  "status": "usable",
634
  "conclusion": {
@@ -690,7 +690,7 @@
690
  "basis": "creditNarrative",
691
  "direction": "neutral",
692
  "horizon": "latestPeriod",
693
- "asOf": "2026-08-23",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
@@ -709,7 +709,7 @@
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
- "asOf": "2026-08-23",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
@@ -728,7 +728,7 @@
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
- "asOf": "2026-08-23",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
@@ -747,7 +747,7 @@
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
- "asOf": "2026-08-23",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
@@ -934,14 +934,14 @@
934
  "version": "1"
935
  },
936
  "time": {
937
- "asOf": "2026-08-23",
938
  "dataAsOf": {
939
  "mappingUpdatedAt": "2026-04-14",
940
  "financialPeriod": null,
941
- "retrievedAt": "2026-08-23"
942
  },
943
  "period": null,
944
- "knowledgeBoundary": "2026-08-23"
945
  },
946
  "status": "partial",
947
  "conclusion": {
@@ -1061,19 +1061,19 @@
1061
  "version": "1"
1062
  },
1063
  "time": {
1064
- "asOf": "2026-08-23",
1065
- "dataAsOf": "2026-08-21",
1066
  "period": "2025",
1067
- "knowledgeBoundary": "2026-08-23"
1068
  },
1069
  "status": "usable",
1070
  "conclusion": {
1071
- "label": "괴리 판단 보류",
1072
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1073
  },
1074
  "confidence": {
1075
- "level": "medium",
1076
- "score": 65.0,
1077
  "method": "threeBlockCoverageAndSignalClarity"
1078
  },
1079
  "drivers": [
@@ -1094,8 +1094,8 @@
1094
  {
1095
  "id": "price",
1096
  "label": "가격 반응",
1097
- "score": 0.0,
1098
- "direction": "neutral",
1099
  "sourceRef": "price.score"
1100
  }
1101
  ],
@@ -1107,7 +1107,7 @@
1107
  "basis": "marketBehavior",
1108
  "direction": "adverse",
1109
  "horizon": "latestPeriod",
1110
- "asOf": "2026-08-23",
1111
  "dataAsOf": "2025",
1112
  "period": "2025",
1113
  "status": "observed",
@@ -1127,8 +1127,8 @@
1127
  "basis": "marketBehavior",
1128
  "direction": "unknown",
1129
  "horizon": "latestDecision",
1130
- "asOf": "2026-08-23",
1131
- "dataAsOf": "2026-08-21",
1132
  "period": "2025",
1133
  "status": "derived",
1134
  "sourceRef": "dartlab://quant/earnings",
@@ -1140,17 +1140,17 @@
1140
  "falsifierRefs": [
1141
  "classificationBreak"
1142
  ],
1143
- "relation": "inconclusive"
1144
  },
1145
  {
1146
  "id": "quant.priceReaction",
1147
  "label": "가격 반응",
1148
  "comparisonKey": "marketReaction",
1149
  "basis": "marketBehavior",
1150
- "direction": "neutral",
1151
  "horizon": "currentMarket",
1152
- "asOf": "2026-08-23",
1153
- "dataAsOf": "2026-08-21",
1154
  "period": "2025",
1155
  "status": "observed",
1156
  "sourceRef": "dartlab://quant/verdict",
@@ -1160,7 +1160,7 @@
1160
  "falsifierRefs": [
1161
  "classificationBreak"
1162
  ],
1163
- "value": 0.0
1164
  }
1165
  ],
1166
  "evidence": [
@@ -1185,7 +1185,7 @@
1185
  "kind": "marketReaction",
1186
  "sourceRef": "dartlab://quant/verdict",
1187
  "status": "derived",
1188
- "observedAt": "2026-08-21",
1189
  "detail": "괴리 판정의 price 입력"
1190
  }
1191
  ],
@@ -1219,7 +1219,7 @@
1219
  "falsifiers": [
1220
  {
1221
  "id": "classificationBreak",
1222
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1223
  }
1224
  ],
1225
  "payload": {
@@ -1228,7 +1228,7 @@
1228
  "expectation",
1229
  "price"
1230
  ],
1231
- "classification": "inconclusive"
1232
  }
1233
  },
1234
  "macro": {
@@ -1241,15 +1241,15 @@
1241
  "version": "1"
1242
  },
1243
  "time": {
1244
- "asOf": "2026-08-23",
1245
- "dataAsOf": "2026-08-21",
1246
  "period": null,
1247
- "knowledgeBoundary": "2026-08-23"
1248
  },
1249
  "status": "partial",
1250
  "conclusion": {
1251
- "label": "거시 전파 경로 혼재",
1252
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1253
  },
1254
  "confidence": {
1255
  "level": "medium",
@@ -1260,19 +1260,19 @@
1260
  {
1261
  "id": "BAMLH0A0HYM2",
1262
  "label": "미국 HY 스프레드",
1263
- "value": 2.75,
1264
  "unit": "%p",
1265
- "signal": "rising",
1266
- "change": 0.020000000000000018,
1267
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1268
  },
1269
  {
1270
  "id": "BASE_RATE",
1271
  "label": "한국 기준금리",
1272
- "value": 2.75,
1273
  "unit": "%",
1274
- "signal": "flat",
1275
- "change": 0.0,
1276
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1277
  },
1278
  {
@@ -1285,14 +1285,37 @@
1285
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1286
  }
1287
  ],
1288
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1289
  "evidence": [
1290
  {
1291
  "id": "macro.driver.BAMLH0A0HYM2",
1292
  "kind": "macroObservation",
1293
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1294
  "status": "observed",
1295
- "observedAt": "2026-08-20",
1296
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1297
  },
1298
  {
@@ -1300,7 +1323,7 @@
1300
  "kind": "macroObservation",
1301
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1302
  "status": "observed",
1303
- "observedAt": "2026-08-21",
1304
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1305
  },
1306
  {
@@ -1510,12 +1533,88 @@
1510
  "noComposite": true,
1511
  "tensions": {
1512
  "schemaVersion": 1,
1513
- "items": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1514
  "evaluations": [
1515
  {
1516
  "patternId": "fundamentalPriceDivergence",
1517
- "status": "clear",
1518
- "reason": "aligned"
1519
  },
1520
  {
1521
  "patternId": "earningsCashDivergence",
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
622
  "version": "v4.0"
623
  },
624
  "time": {
625
+ "asOf": "2026-08-30",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
+ "retrievedAt": "2026-08-30"
629
  },
630
  "period": "2025",
631
+ "knowledgeBoundary": "2026-08-30"
632
  },
633
  "status": "usable",
634
  "conclusion": {
 
690
  "basis": "creditNarrative",
691
  "direction": "neutral",
692
  "horizon": "latestPeriod",
693
+ "asOf": "2026-08-30",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
 
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
+ "asOf": "2026-08-30",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
 
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
+ "asOf": "2026-08-30",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
 
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
+ "asOf": "2026-08-30",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
 
934
  "version": "1"
935
  },
936
  "time": {
937
+ "asOf": "2026-08-30",
938
  "dataAsOf": {
939
  "mappingUpdatedAt": "2026-04-14",
940
  "financialPeriod": null,
941
+ "retrievedAt": "2026-08-30"
942
  },
943
  "period": null,
944
+ "knowledgeBoundary": "2026-08-30"
945
  },
946
  "status": "partial",
947
  "conclusion": {
 
1061
  "version": "1"
1062
  },
1063
  "time": {
1064
+ "asOf": "2026-08-30",
1065
+ "dataAsOf": "2026-08-28",
1066
  "period": "2025",
1067
+ "knowledgeBoundary": "2026-08-30"
1068
  },
1069
  "status": "usable",
1070
  "conclusion": {
1071
+ "label": "가격 기대 과열 가능성",
1072
+ "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다."
1073
  },
1074
  "confidence": {
1075
+ "level": "high",
1076
+ "score": 100.0,
1077
  "method": "threeBlockCoverageAndSignalClarity"
1078
  },
1079
  "drivers": [
 
1094
  {
1095
  "id": "price",
1096
  "label": "가격 반응",
1097
+ "score": 0.5,
1098
+ "direction": "positive",
1099
  "sourceRef": "price.score"
1100
  }
1101
  ],
 
1107
  "basis": "marketBehavior",
1108
  "direction": "adverse",
1109
  "horizon": "latestPeriod",
1110
+ "asOf": "2026-08-30",
1111
  "dataAsOf": "2025",
1112
  "period": "2025",
1113
  "status": "observed",
 
1127
  "basis": "marketBehavior",
1128
  "direction": "unknown",
1129
  "horizon": "latestDecision",
1130
+ "asOf": "2026-08-30",
1131
+ "dataAsOf": "2026-08-28",
1132
  "period": "2025",
1133
  "status": "derived",
1134
  "sourceRef": "dartlab://quant/earnings",
 
1140
  "falsifierRefs": [
1141
  "classificationBreak"
1142
  ],
1143
+ "relation": "overOptimism"
1144
  },
1145
  {
1146
  "id": "quant.priceReaction",
1147
  "label": "가격 반응",
1148
  "comparisonKey": "marketReaction",
1149
  "basis": "marketBehavior",
1150
+ "direction": "supportive",
1151
  "horizon": "currentMarket",
1152
+ "asOf": "2026-08-30",
1153
+ "dataAsOf": "2026-08-28",
1154
  "period": "2025",
1155
  "status": "observed",
1156
  "sourceRef": "dartlab://quant/verdict",
 
1160
  "falsifierRefs": [
1161
  "classificationBreak"
1162
  ],
1163
+ "value": 0.5
1164
  }
1165
  ],
1166
  "evidence": [
 
1185
  "kind": "marketReaction",
1186
  "sourceRef": "dartlab://quant/verdict",
1187
  "status": "derived",
1188
+ "observedAt": "2026-08-28",
1189
  "detail": "괴리 판정의 price 입력"
1190
  }
1191
  ],
 
1219
  "falsifiers": [
1220
  {
1221
  "id": "classificationBreak",
1222
+ "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
1223
  }
1224
  ],
1225
  "payload": {
 
1228
  "expectation",
1229
  "price"
1230
  ],
1231
+ "classification": "overOptimism"
1232
  }
1233
  },
1234
  "macro": {
 
1241
  "version": "1"
1242
  },
1243
  "time": {
1244
+ "asOf": "2026-08-30",
1245
+ "dataAsOf": "2026-08-27",
1246
  "period": null,
1247
+ "knowledgeBoundary": "2026-08-30"
1248
  },
1249
  "status": "partial",
1250
  "conclusion": {
1251
+ "label": "거시 역풍 경로 우세",
1252
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1253
  },
1254
  "confidence": {
1255
  "level": "medium",
 
1260
  {
1261
  "id": "BAMLH0A0HYM2",
1262
  "label": "미국 HY 스프레드",
1263
+ "value": 2.63,
1264
  "unit": "%p",
1265
+ "signal": "falling",
1266
+ "change": -0.040000000000000036,
1267
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1268
  },
1269
  {
1270
  "id": "BASE_RATE",
1271
  "label": "한국 기준금리",
1272
+ "value": 3.0,
1273
  "unit": "%",
1274
+ "signal": "rising",
1275
+ "change": 0.25,
1276
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1277
  },
1278
  {
 
1285
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1286
  }
1287
  ],
1288
+ "claims": [
1289
+ {
1290
+ "id": "macro.companyTransmission",
1291
+ "label": "기업 직접근거 거시 전달경로",
1292
+ "comparisonKey": "macroTransmission",
1293
+ "basis": "macroCompanyEdges",
1294
+ "direction": "adverse",
1295
+ "horizon": "currentCycle",
1296
+ "asOf": "2026-08-30",
1297
+ "dataAsOf": "2026-08-27",
1298
+ "period": null,
1299
+ "status": "derived",
1300
+ "sourceRef": "dartlab://analysis/000020/product/drivers/debtRatio",
1301
+ "evidenceRefs": [
1302
+ "macro.company.analysis.debtRatio",
1303
+ "macro.company.analysis.interestCoverage"
1304
+ ],
1305
+ "falsifierRefs": [
1306
+ "rate-debt-interest.0",
1307
+ "rate-debt-interest.1",
1308
+ "rate-debt-interest.2"
1309
+ ]
1310
+ }
1311
+ ],
1312
  "evidence": [
1313
  {
1314
  "id": "macro.driver.BAMLH0A0HYM2",
1315
  "kind": "macroObservation",
1316
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1317
  "status": "observed",
1318
+ "observedAt": "2026-08-27",
1319
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1320
  },
1321
  {
 
1323
  "kind": "macroObservation",
1324
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1325
  "status": "observed",
1326
+ "observedAt": "2026-08-27",
1327
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1328
  },
1329
  {
 
1533
  "noComposite": true,
1534
  "tensions": {
1535
  "schemaVersion": 1,
1536
+ "items": [
1537
+ {
1538
+ "schemaVersion": 1,
1539
+ "id": "fundamentalPriceDivergence:a0fc19807576",
1540
+ "target": "000020",
1541
+ "patternId": "fundamentalPriceDivergence",
1542
+ "kind": "divergence",
1543
+ "status": "active",
1544
+ "asOf": "2026-08-30",
1545
+ "headline": {
1546
+ "kr": "펀더멘털과 가격 반응이 갈립니다",
1547
+ "en": "Fundamentals and price reaction diverge"
1548
+ },
1549
+ "mechanism": {
1550
+ "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.",
1551
+ "en": "Filing-based change and market price point in opposite directions."
1552
+ },
1553
+ "question": {
1554
+ "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.",
1555
+ "en": "Check whether price missed the change or the filings lag an emerging risk."
1556
+ },
1557
+ "sides": [
1558
+ {
1559
+ "engine": "quant",
1560
+ "claimId": "quant.fundamental",
1561
+ "label": "공시 이익 변화",
1562
+ "comparisonKey": "fundamentalMomentum",
1563
+ "basis": "marketBehavior",
1564
+ "direction": "adverse",
1565
+ "horizon": "latestPeriod",
1566
+ "asOf": "2026-08-30",
1567
+ "dataAsOf": "2025",
1568
+ "period": "2025",
1569
+ "status": "observed",
1570
+ "sourceRef": "dartlab://quant/earnings",
1571
+ "evidenceRefs": [
1572
+ "quant.fundamental"
1573
+ ],
1574
+ "value": -0.85
1575
+ },
1576
+ {
1577
+ "engine": "quant",
1578
+ "claimId": "quant.priceReaction",
1579
+ "label": "가격 반응",
1580
+ "comparisonKey": "marketReaction",
1581
+ "basis": "marketBehavior",
1582
+ "direction": "supportive",
1583
+ "horizon": "currentMarket",
1584
+ "asOf": "2026-08-30",
1585
+ "dataAsOf": "2026-08-28",
1586
+ "period": "2025",
1587
+ "status": "observed",
1588
+ "sourceRef": "dartlab://quant/verdict",
1589
+ "evidenceRefs": [
1590
+ "quant.price"
1591
+ ],
1592
+ "value": 0.5
1593
+ }
1594
+ ],
1595
+ "falsifiers": [
1596
+ {
1597
+ "id": "quant.classificationBreak",
1598
+ "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
1599
+ }
1600
+ ],
1601
+ "gaps": [
1602
+ {
1603
+ "id": "quant.quant.analystConsensus",
1604
+ "status": "unsupported",
1605
+ "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.",
1606
+ "sourceRef": "dartlab://gather/revenueConsensus"
1607
+ }
1608
+ ],
1609
+ "algorithmVersion": "1",
1610
+ "noComposite": true
1611
+ }
1612
+ ],
1613
  "evaluations": [
1614
  {
1615
  "patternId": "fundamentalPriceDivergence",
1616
+ "status": "active",
1617
+ "reason": "active"
1618
  },
1619
  {
1620
  "patternId": "earningsCashDivergence",
landing/lenses/000030.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
- "retrievedAt": "2026-08-23"
42
  },
43
  "period": "2026",
44
- "knowledgeBoundary": "2026-08-23"
45
  },
46
  "status": "partial",
47
  "conclusion": {
@@ -234,13 +234,13 @@
234
  "version": "v4.0"
235
  },
236
  "time": {
237
- "asOf": "2026-08-23",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
- "retrievedAt": "2026-08-23"
241
  },
242
  "period": "2026",
243
- "knowledgeBoundary": "2026-08-23"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
@@ -399,14 +399,14 @@
399
  "version": "1"
400
  },
401
  "time": {
402
- "asOf": "2026-08-23",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
405
  "financialPeriod": null,
406
- "retrievedAt": "2026-08-23"
407
  },
408
  "period": null,
409
- "knowledgeBoundary": "2026-08-23"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
@@ -521,10 +521,10 @@
521
  "version": "1"
522
  },
523
  "time": {
524
- "asOf": "2026-08-23",
525
  "dataAsOf": null,
526
  "period": null,
527
- "knowledgeBoundary": "2026-08-23"
528
  },
529
  "status": "blocked",
530
  "conclusion": {
@@ -609,15 +609,15 @@
609
  "version": "1"
610
  },
611
  "time": {
612
- "asOf": "2026-08-23",
613
- "dataAsOf": "2026-08-21",
614
  "period": null,
615
- "knowledgeBoundary": "2026-08-23"
616
  },
617
  "status": "partial",
618
  "conclusion": {
619
- "label": "거시 전파 경로 혼재",
620
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
621
  },
622
  "confidence": {
623
  "level": "medium",
@@ -628,19 +628,19 @@
628
  {
629
  "id": "BAMLH0A0HYM2",
630
  "label": "미국 HY 스프레드",
631
- "value": 2.75,
632
  "unit": "%p",
633
- "signal": "rising",
634
- "change": 0.020000000000000018,
635
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
636
  },
637
  {
638
  "id": "BASE_RATE",
639
  "label": "한국 기준금리",
640
- "value": 2.75,
641
  "unit": "%",
642
- "signal": "flat",
643
- "change": 0.0,
644
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
645
  },
646
  {
@@ -655,10 +655,10 @@
655
  {
656
  "id": "DCOILWTICO",
657
  "label": "WTI",
658
- "value": 86.48,
659
  "unit": "$",
660
- "signal": "rising",
661
- "change": 0.4399999999999977,
662
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
663
  },
664
  {
@@ -673,10 +673,10 @@
673
  {
674
  "id": "USDKRW",
675
  "label": "원/달러",
676
- "value": 1386.5,
677
  "unit": "원",
678
  "signal": "falling",
679
- "change": -6.099999999999909,
680
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
681
  }
682
  ],
@@ -687,7 +687,7 @@
687
  "kind": "macroObservation",
688
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
689
  "status": "observed",
690
- "observedAt": "2026-08-20",
691
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
692
  },
693
  {
@@ -695,7 +695,7 @@
695
  "kind": "macroObservation",
696
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
697
  "status": "observed",
698
- "observedAt": "2026-08-21",
699
  "detail": "한국 기준금리 최신 관측과 직전 변화"
700
  },
701
  {
@@ -711,7 +711,7 @@
711
  "kind": "macroObservation",
712
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
713
  "status": "observed",
714
- "observedAt": "2026-08-18",
715
  "detail": "WTI 최신 관측과 직전 변화"
716
  },
717
  {
@@ -727,7 +727,7 @@
727
  "kind": "macroObservation",
728
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
729
  "status": "observed",
730
- "observedAt": "2026-08-21",
731
  "detail": "원/달러 최신 관측과 직전 변화"
732
  },
733
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
 
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
+ "retrievedAt": "2026-08-30"
42
  },
43
  "period": "2026",
44
+ "knowledgeBoundary": "2026-08-30"
45
  },
46
  "status": "partial",
47
  "conclusion": {
 
234
  "version": "v4.0"
235
  },
236
  "time": {
237
+ "asOf": "2026-08-30",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
+ "retrievedAt": "2026-08-30"
241
  },
242
  "period": "2026",
243
+ "knowledgeBoundary": "2026-08-30"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
 
399
  "version": "1"
400
  },
401
  "time": {
402
+ "asOf": "2026-08-30",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
405
  "financialPeriod": null,
406
+ "retrievedAt": "2026-08-30"
407
  },
408
  "period": null,
409
+ "knowledgeBoundary": "2026-08-30"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
 
521
  "version": "1"
522
  },
523
  "time": {
524
+ "asOf": "2026-08-30",
525
  "dataAsOf": null,
526
  "period": null,
527
+ "knowledgeBoundary": "2026-08-30"
528
  },
529
  "status": "blocked",
530
  "conclusion": {
 
609
  "version": "1"
610
  },
611
  "time": {
612
+ "asOf": "2026-08-30",
613
+ "dataAsOf": "2026-08-28",
614
  "period": null,
615
+ "knowledgeBoundary": "2026-08-30"
616
  },
617
  "status": "partial",
618
  "conclusion": {
619
+ "label": "거시 역풍 경로 우세",
620
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
621
  },
622
  "confidence": {
623
  "level": "medium",
 
628
  {
629
  "id": "BAMLH0A0HYM2",
630
  "label": "미국 HY 스프레드",
631
+ "value": 2.63,
632
  "unit": "%p",
633
+ "signal": "falling",
634
+ "change": -0.040000000000000036,
635
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
636
  },
637
  {
638
  "id": "BASE_RATE",
639
  "label": "한국 기준금리",
640
+ "value": 3.0,
641
  "unit": "%",
642
+ "signal": "rising",
643
+ "change": 0.25,
644
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
645
  },
646
  {
 
655
  {
656
  "id": "DCOILWTICO",
657
  "label": "WTI",
658
+ "value": 83.9,
659
  "unit": "$",
660
+ "signal": "falling",
661
+ "change": -2.4399999999999977,
662
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
663
  },
664
  {
 
673
  {
674
  "id": "USDKRW",
675
  "label": "원/달러",
676
+ "value": 1372.5,
677
  "unit": "원",
678
  "signal": "falling",
679
+ "change": -8.400000000000091,
680
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
681
  }
682
  ],
 
687
  "kind": "macroObservation",
688
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
689
  "status": "observed",
690
+ "observedAt": "2026-08-27",
691
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
692
  },
693
  {
 
695
  "kind": "macroObservation",
696
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
697
  "status": "observed",
698
+ "observedAt": "2026-08-27",
699
  "detail": "한국 기준금리 최신 관측과 직전 변화"
700
  },
701
  {
 
711
  "kind": "macroObservation",
712
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
713
  "status": "observed",
714
+ "observedAt": "2026-08-25",
715
  "detail": "WTI 최신 관측과 직전 변화"
716
  },
717
  {
 
727
  "kind": "macroObservation",
728
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
729
  "status": "observed",
730
+ "observedAt": "2026-08-28",
731
  "detail": "원/달러 최신 관측과 직전 변화"
732
  },
733
  {
landing/lenses/000040.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
- "retrievedAt": "2026-08-23"
60
  },
61
  "period": "2026",
62
- "knowledgeBoundary": "2026-08-23"
63
  },
64
  "status": "partial",
65
  "conclusion": {
@@ -130,7 +130,7 @@
130
  "basis": "companyFundamentals",
131
  "direction": "supportive",
132
  "horizon": "latestPeriod",
133
- "asOf": "2026-08-23",
134
  "dataAsOf": {
135
  "latestPeriod": "2026",
136
  "earliestPeriod": "2016",
@@ -166,7 +166,7 @@
166
  "representative": "2026"
167
  },
168
  "mixedPeriods": false,
169
- "retrievedAt": "2026-08-23"
170
  },
171
  "period": "2025",
172
  "status": "derived",
@@ -187,7 +187,7 @@
187
  "basis": "companyFundamentals",
188
  "direction": "adverse",
189
  "horizon": "latestPeriod",
190
- "asOf": "2026-08-23",
191
  "dataAsOf": {
192
  "latestPeriod": "2026",
193
  "earliestPeriod": "2016",
@@ -223,7 +223,7 @@
223
  "representative": "2026"
224
  },
225
  "mixedPeriods": false,
226
- "retrievedAt": "2026-08-23"
227
  },
228
  "period": "2025",
229
  "status": "derived",
@@ -244,7 +244,7 @@
244
  "basis": "companyFundamentals",
245
  "direction": "adverse",
246
  "horizon": "multiYear",
247
- "asOf": "2026-08-23",
248
  "dataAsOf": {
249
  "latestPeriod": "2026",
250
  "earliestPeriod": "2016",
@@ -280,7 +280,7 @@
280
  "representative": "2026"
281
  },
282
  "mixedPeriods": false,
283
- "retrievedAt": "2026-08-23"
284
  },
285
  "period": "2026",
286
  "status": "derived",
@@ -555,18 +555,18 @@
555
  "version": "v4.0"
556
  },
557
  "time": {
558
- "asOf": "2026-08-23",
559
  "dataAsOf": {
560
  "latestPeriod": "2025",
561
- "retrievedAt": "2026-08-23"
562
  },
563
  "period": "2025",
564
- "knowledgeBoundary": "2026-08-23"
565
  },
566
  "status": "usable",
567
  "conclusion": {
568
  "label": "dCR-B+",
569
- "summary": "dCR 위험점수 54.46, 전망 긍정적, 유효 축 가중치 95.0%입니다."
570
  },
571
  "confidence": {
572
  "level": "high",
@@ -623,7 +623,7 @@
623
  "basis": "creditNarrative",
624
  "direction": "neutral",
625
  "horizon": "latestPeriod",
626
- "asOf": "2026-08-23",
627
  "dataAsOf": "2025",
628
  "period": "2025",
629
  "status": "derived",
@@ -642,7 +642,7 @@
642
  "basis": "creditNarrative",
643
  "direction": "adverse",
644
  "horizon": "latestPeriod",
645
- "asOf": "2026-08-23",
646
  "dataAsOf": "2025",
647
  "period": "2025",
648
  "status": "derived",
@@ -661,7 +661,7 @@
661
  "basis": "creditNarrative",
662
  "direction": "adverse",
663
  "horizon": "latestPeriod",
664
- "asOf": "2026-08-23",
665
  "dataAsOf": "2025",
666
  "period": "2025",
667
  "status": "derived",
@@ -680,7 +680,7 @@
680
  "basis": "creditNarrative",
681
  "direction": "adverse",
682
  "horizon": "latestPeriod",
683
- "asOf": "2026-08-23",
684
  "dataAsOf": "2025",
685
  "period": "2025",
686
  "status": "derived",
@@ -751,14 +751,14 @@
751
  "id": "base",
752
  "label": "기준",
753
  "grade": "dCR-B+",
754
- "score": 54.46,
755
  "assumptions": {}
756
  },
757
  {
758
  "id": "moderateStress",
759
  "label": "중간 하방 스트레스",
760
- "grade": "dCR-B",
761
- "score": 55.07,
762
  "assumptions": {
763
  "scenarioStress": "moderate"
764
  }
@@ -774,11 +774,6 @@
774
  "id": "weakAxisDeterioration",
775
  "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.",
776
  "sourceRef": "axes.채무상환능력"
777
- },
778
- {
779
- "id": "stressDowngrade",
780
- "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때",
781
- "sourceRef": "scenarios.moderateStress"
782
  }
783
  ],
784
  "payload": {
@@ -865,14 +860,14 @@
865
  "version": "1"
866
  },
867
  "time": {
868
- "asOf": "2026-08-23",
869
  "dataAsOf": {
870
  "mappingUpdatedAt": "2026-04-14",
871
  "financialPeriod": null,
872
- "retrievedAt": "2026-08-23"
873
  },
874
  "period": null,
875
- "knowledgeBoundary": "2026-08-23"
876
  },
877
  "status": "partial",
878
  "conclusion": {
@@ -992,19 +987,19 @@
992
  "version": "1"
993
  },
994
  "time": {
995
- "asOf": "2026-08-23",
996
- "dataAsOf": "2026-08-21",
997
  "period": "2025",
998
- "knowledgeBoundary": "2026-08-23"
999
  },
1000
  "status": "usable",
1001
  "conclusion": {
1002
- "label": "괴리 판단 보류",
1003
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1004
  },
1005
  "confidence": {
1006
- "level": "medium",
1007
- "score": 65.0,
1008
  "method": "threeBlockCoverageAndSignalClarity"
1009
  },
1010
  "drivers": [
@@ -1025,8 +1020,8 @@
1025
  {
1026
  "id": "price",
1027
  "label": "가격 반응",
1028
- "score": 0.0,
1029
- "direction": "neutral",
1030
  "sourceRef": "price.score"
1031
  }
1032
  ],
@@ -1038,7 +1033,7 @@
1038
  "basis": "marketBehavior",
1039
  "direction": "supportive",
1040
  "horizon": "latestPeriod",
1041
- "asOf": "2026-08-23",
1042
  "dataAsOf": "2025",
1043
  "period": "2025",
1044
  "status": "observed",
@@ -1058,8 +1053,8 @@
1058
  "basis": "marketBehavior",
1059
  "direction": "unknown",
1060
  "horizon": "latestDecision",
1061
- "asOf": "2026-08-23",
1062
- "dataAsOf": "2026-08-21",
1063
  "period": "2025",
1064
  "status": "derived",
1065
  "sourceRef": "dartlab://quant/earnings",
@@ -1071,17 +1066,17 @@
1071
  "falsifierRefs": [
1072
  "classificationBreak"
1073
  ],
1074
- "relation": "inconclusive"
1075
  },
1076
  {
1077
  "id": "quant.priceReaction",
1078
  "label": "가격 반응",
1079
  "comparisonKey": "marketReaction",
1080
  "basis": "marketBehavior",
1081
- "direction": "neutral",
1082
  "horizon": "currentMarket",
1083
- "asOf": "2026-08-23",
1084
- "dataAsOf": "2026-08-21",
1085
  "period": "2025",
1086
  "status": "observed",
1087
  "sourceRef": "dartlab://quant/verdict",
@@ -1091,7 +1086,7 @@
1091
  "falsifierRefs": [
1092
  "classificationBreak"
1093
  ],
1094
- "value": 0.0
1095
  }
1096
  ],
1097
  "evidence": [
@@ -1116,7 +1111,7 @@
1116
  "kind": "marketReaction",
1117
  "sourceRef": "dartlab://quant/verdict",
1118
  "status": "derived",
1119
- "observedAt": "2026-08-21",
1120
  "detail": "괴리 판정의 price 입력"
1121
  }
1122
  ],
@@ -1144,13 +1139,13 @@
1144
  {
1145
  "id": "reversal",
1146
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1147
- "classification": "reassessment"
1148
  }
1149
  ],
1150
  "falsifiers": [
1151
  {
1152
  "id": "classificationBreak",
1153
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1154
  }
1155
  ],
1156
  "payload": {
@@ -1159,7 +1154,7 @@
1159
  "expectation",
1160
  "price"
1161
  ],
1162
- "classification": "inconclusive"
1163
  }
1164
  },
1165
  "macro": {
@@ -1172,15 +1167,15 @@
1172
  "version": "1"
1173
  },
1174
  "time": {
1175
- "asOf": "2026-08-23",
1176
- "dataAsOf": "2026-08-21",
1177
  "period": null,
1178
- "knowledgeBoundary": "2026-08-23"
1179
  },
1180
  "status": "partial",
1181
  "conclusion": {
1182
- "label": "거시 전파 경로 혼재",
1183
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1184
  },
1185
  "confidence": {
1186
  "level": "medium",
@@ -1191,19 +1186,19 @@
1191
  {
1192
  "id": "BAMLH0A0HYM2",
1193
  "label": "미국 HY 스프레드",
1194
- "value": 2.75,
1195
  "unit": "%p",
1196
- "signal": "rising",
1197
- "change": 0.020000000000000018,
1198
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1199
  },
1200
  {
1201
  "id": "BASE_RATE",
1202
  "label": "한국 기준금리",
1203
- "value": 2.75,
1204
  "unit": "%",
1205
- "signal": "flat",
1206
- "change": 0.0,
1207
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1208
  },
1209
  {
@@ -1218,21 +1213,44 @@
1218
  {
1219
  "id": "DCOILWTICO",
1220
  "label": "WTI",
1221
- "value": 86.48,
1222
  "unit": "$",
1223
- "signal": "rising",
1224
- "change": 0.4399999999999977,
1225
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1226
  }
1227
  ],
1228
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1229
  "evidence": [
1230
  {
1231
  "id": "macro.driver.BAMLH0A0HYM2",
1232
  "kind": "macroObservation",
1233
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1234
  "status": "observed",
1235
- "observedAt": "2026-08-20",
1236
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1237
  },
1238
  {
@@ -1240,7 +1258,7 @@
1240
  "kind": "macroObservation",
1241
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1242
  "status": "observed",
1243
- "observedAt": "2026-08-21",
1244
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1245
  },
1246
  {
@@ -1256,7 +1274,7 @@
1256
  "kind": "macroObservation",
1257
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1258
  "status": "observed",
1259
- "observedAt": "2026-08-18",
1260
  "detail": "WTI 최신 관측과 직전 변화"
1261
  },
1262
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
 
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
+ "retrievedAt": "2026-08-30"
60
  },
61
  "period": "2026",
62
+ "knowledgeBoundary": "2026-08-30"
63
  },
64
  "status": "partial",
65
  "conclusion": {
 
130
  "basis": "companyFundamentals",
131
  "direction": "supportive",
132
  "horizon": "latestPeriod",
133
+ "asOf": "2026-08-30",
134
  "dataAsOf": {
135
  "latestPeriod": "2026",
136
  "earliestPeriod": "2016",
 
166
  "representative": "2026"
167
  },
168
  "mixedPeriods": false,
169
+ "retrievedAt": "2026-08-30"
170
  },
171
  "period": "2025",
172
  "status": "derived",
 
187
  "basis": "companyFundamentals",
188
  "direction": "adverse",
189
  "horizon": "latestPeriod",
190
+ "asOf": "2026-08-30",
191
  "dataAsOf": {
192
  "latestPeriod": "2026",
193
  "earliestPeriod": "2016",
 
223
  "representative": "2026"
224
  },
225
  "mixedPeriods": false,
226
+ "retrievedAt": "2026-08-30"
227
  },
228
  "period": "2025",
229
  "status": "derived",
 
244
  "basis": "companyFundamentals",
245
  "direction": "adverse",
246
  "horizon": "multiYear",
247
+ "asOf": "2026-08-30",
248
  "dataAsOf": {
249
  "latestPeriod": "2026",
250
  "earliestPeriod": "2016",
 
280
  "representative": "2026"
281
  },
282
  "mixedPeriods": false,
283
+ "retrievedAt": "2026-08-30"
284
  },
285
  "period": "2026",
286
  "status": "derived",
 
555
  "version": "v4.0"
556
  },
557
  "time": {
558
+ "asOf": "2026-08-30",
559
  "dataAsOf": {
560
  "latestPeriod": "2025",
561
+ "retrievedAt": "2026-08-30"
562
  },
563
  "period": "2025",
564
+ "knowledgeBoundary": "2026-08-30"
565
  },
566
  "status": "usable",
567
  "conclusion": {
568
  "label": "dCR-B+",
569
+ "summary": "dCR 위험점수 54.01, 전망 긍정적, 유효 축 가중치 95.0%입니다."
570
  },
571
  "confidence": {
572
  "level": "high",
 
623
  "basis": "creditNarrative",
624
  "direction": "neutral",
625
  "horizon": "latestPeriod",
626
+ "asOf": "2026-08-30",
627
  "dataAsOf": "2025",
628
  "period": "2025",
629
  "status": "derived",
 
642
  "basis": "creditNarrative",
643
  "direction": "adverse",
644
  "horizon": "latestPeriod",
645
+ "asOf": "2026-08-30",
646
  "dataAsOf": "2025",
647
  "period": "2025",
648
  "status": "derived",
 
661
  "basis": "creditNarrative",
662
  "direction": "adverse",
663
  "horizon": "latestPeriod",
664
+ "asOf": "2026-08-30",
665
  "dataAsOf": "2025",
666
  "period": "2025",
667
  "status": "derived",
 
680
  "basis": "creditNarrative",
681
  "direction": "adverse",
682
  "horizon": "latestPeriod",
683
+ "asOf": "2026-08-30",
684
  "dataAsOf": "2025",
685
  "period": "2025",
686
  "status": "derived",
 
751
  "id": "base",
752
  "label": "기준",
753
  "grade": "dCR-B+",
754
+ "score": 54.01,
755
  "assumptions": {}
756
  },
757
  {
758
  "id": "moderateStress",
759
  "label": "중간 하방 스트레스",
760
+ "grade": "dCR-B+",
761
+ "score": 54.73,
762
  "assumptions": {
763
  "scenarioStress": "moderate"
764
  }
 
774
  "id": "weakAxisDeterioration",
775
  "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.",
776
  "sourceRef": "axes.채무상환능력"
 
 
 
 
 
777
  }
778
  ],
779
  "payload": {
 
860
  "version": "1"
861
  },
862
  "time": {
863
+ "asOf": "2026-08-30",
864
  "dataAsOf": {
865
  "mappingUpdatedAt": "2026-04-14",
866
  "financialPeriod": null,
867
+ "retrievedAt": "2026-08-30"
868
  },
869
  "period": null,
870
+ "knowledgeBoundary": "2026-08-30"
871
  },
872
  "status": "partial",
873
  "conclusion": {
 
987
  "version": "1"
988
  },
989
  "time": {
990
+ "asOf": "2026-08-30",
991
+ "dataAsOf": "2026-08-28",
992
  "period": "2025",
993
+ "knowledgeBoundary": "2026-08-30"
994
  },
995
  "status": "usable",
996
  "conclusion": {
997
+ "label": "펀더멘털과 가격 확인",
998
+ "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
999
  },
1000
  "confidence": {
1001
+ "level": "high",
1002
+ "score": 100.0,
1003
  "method": "threeBlockCoverageAndSignalClarity"
1004
  },
1005
  "drivers": [
 
1020
  {
1021
  "id": "price",
1022
  "label": "가격 반응",
1023
+ "score": 0.25,
1024
+ "direction": "positive",
1025
  "sourceRef": "price.score"
1026
  }
1027
  ],
 
1033
  "basis": "marketBehavior",
1034
  "direction": "supportive",
1035
  "horizon": "latestPeriod",
1036
+ "asOf": "2026-08-30",
1037
  "dataAsOf": "2025",
1038
  "period": "2025",
1039
  "status": "observed",
 
1053
  "basis": "marketBehavior",
1054
  "direction": "unknown",
1055
  "horizon": "latestDecision",
1056
+ "asOf": "2026-08-30",
1057
+ "dataAsOf": "2026-08-28",
1058
  "period": "2025",
1059
  "status": "derived",
1060
  "sourceRef": "dartlab://quant/earnings",
 
1066
  "falsifierRefs": [
1067
  "classificationBreak"
1068
  ],
1069
+ "relation": "confirmation"
1070
  },
1071
  {
1072
  "id": "quant.priceReaction",
1073
  "label": "가격 반응",
1074
  "comparisonKey": "marketReaction",
1075
  "basis": "marketBehavior",
1076
+ "direction": "supportive",
1077
  "horizon": "currentMarket",
1078
+ "asOf": "2026-08-30",
1079
+ "dataAsOf": "2026-08-28",
1080
  "period": "2025",
1081
  "status": "observed",
1082
  "sourceRef": "dartlab://quant/verdict",
 
1086
  "falsifierRefs": [
1087
  "classificationBreak"
1088
  ],
1089
+ "value": 0.25
1090
  }
1091
  ],
1092
  "evidence": [
 
1111
  "kind": "marketReaction",
1112
  "sourceRef": "dartlab://quant/verdict",
1113
  "status": "derived",
1114
+ "observedAt": "2026-08-28",
1115
  "detail": "괴리 판정의 price 입력"
1116
  }
1117
  ],
 
1139
  {
1140
  "id": "reversal",
1141
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1142
+ "classification": "inconclusive"
1143
  }
1144
  ],
1145
  "falsifiers": [
1146
  {
1147
  "id": "classificationBreak",
1148
+ "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
1149
  }
1150
  ],
1151
  "payload": {
 
1154
  "expectation",
1155
  "price"
1156
  ],
1157
+ "classification": "confirmation"
1158
  }
1159
  },
1160
  "macro": {
 
1167
  "version": "1"
1168
  },
1169
  "time": {
1170
+ "asOf": "2026-08-30",
1171
+ "dataAsOf": "2026-08-27",
1172
  "period": null,
1173
+ "knowledgeBoundary": "2026-08-30"
1174
  },
1175
  "status": "partial",
1176
  "conclusion": {
1177
+ "label": "거시 역풍 경로 우세",
1178
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1179
  },
1180
  "confidence": {
1181
  "level": "medium",
 
1186
  {
1187
  "id": "BAMLH0A0HYM2",
1188
  "label": "미국 HY 스프레드",
1189
+ "value": 2.63,
1190
  "unit": "%p",
1191
+ "signal": "falling",
1192
+ "change": -0.040000000000000036,
1193
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1194
  },
1195
  {
1196
  "id": "BASE_RATE",
1197
  "label": "한국 기준금리",
1198
+ "value": 3.0,
1199
  "unit": "%",
1200
+ "signal": "rising",
1201
+ "change": 0.25,
1202
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1203
  },
1204
  {
 
1213
  {
1214
  "id": "DCOILWTICO",
1215
  "label": "WTI",
1216
+ "value": 83.9,
1217
  "unit": "$",
1218
+ "signal": "falling",
1219
+ "change": -2.4399999999999977,
1220
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1221
  }
1222
  ],
1223
+ "claims": [
1224
+ {
1225
+ "id": "macro.companyTransmission",
1226
+ "label": "기업 직접근거 거시 전달경로",
1227
+ "comparisonKey": "macroTransmission",
1228
+ "basis": "macroCompanyEdges",
1229
+ "direction": "adverse",
1230
+ "horizon": "currentCycle",
1231
+ "asOf": "2026-08-30",
1232
+ "dataAsOf": "2026-08-27",
1233
+ "period": null,
1234
+ "status": "derived",
1235
+ "sourceRef": "dartlab://analysis/000040/product/drivers/debtRatio",
1236
+ "evidenceRefs": [
1237
+ "macro.company.analysis.debtRatio",
1238
+ "macro.company.analysis.interestCoverage"
1239
+ ],
1240
+ "falsifierRefs": [
1241
+ "rate-debt-interest.0",
1242
+ "rate-debt-interest.1",
1243
+ "rate-debt-interest.2"
1244
+ ]
1245
+ }
1246
+ ],
1247
  "evidence": [
1248
  {
1249
  "id": "macro.driver.BAMLH0A0HYM2",
1250
  "kind": "macroObservation",
1251
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1252
  "status": "observed",
1253
+ "observedAt": "2026-08-27",
1254
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1255
  },
1256
  {
 
1258
  "kind": "macroObservation",
1259
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1260
  "status": "observed",
1261
+ "observedAt": "2026-08-27",
1262
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1263
  },
1264
  {
 
1274
  "kind": "macroObservation",
1275
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1276
  "status": "observed",
1277
+ "observedAt": "2026-08-25",
1278
  "detail": "WTI 최신 관측과 직전 변화"
1279
  },
1280
  {
landing/lenses/000050.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -618,13 +618,13 @@
618
  "version": "v4.0"
619
  },
620
  "time": {
621
- "asOf": "2026-08-23",
622
  "dataAsOf": {
623
  "latestPeriod": "2025",
624
- "retrievedAt": "2026-08-23"
625
  },
626
  "period": "2025",
627
- "knowledgeBoundary": "2026-08-23"
628
  },
629
  "status": "usable",
630
  "conclusion": {
@@ -686,7 +686,7 @@
686
  "basis": "creditNarrative",
687
  "direction": "neutral",
688
  "horizon": "latestPeriod",
689
- "asOf": "2026-08-23",
690
  "dataAsOf": "2025",
691
  "period": "2025",
692
  "status": "derived",
@@ -705,7 +705,7 @@
705
  "basis": "creditNarrative",
706
  "direction": "supportive",
707
  "horizon": "latestPeriod",
708
- "asOf": "2026-08-23",
709
  "dataAsOf": "2025",
710
  "period": "2025",
711
  "status": "derived",
@@ -724,7 +724,7 @@
724
  "basis": "creditNarrative",
725
  "direction": "neutral",
726
  "horizon": "latestPeriod",
727
- "asOf": "2026-08-23",
728
  "dataAsOf": "2025",
729
  "period": "2025",
730
  "status": "derived",
@@ -743,7 +743,7 @@
743
  "basis": "creditNarrative",
744
  "direction": "adverse",
745
  "horizon": "latestPeriod",
746
- "asOf": "2026-08-23",
747
  "dataAsOf": "2025",
748
  "period": "2025",
749
  "status": "derived",
@@ -922,14 +922,14 @@
922
  "version": "1"
923
  },
924
  "time": {
925
- "asOf": "2026-08-23",
926
  "dataAsOf": {
927
  "mappingUpdatedAt": "2026-04-14",
928
  "financialPeriod": null,
929
- "retrievedAt": "2026-08-23"
930
  },
931
  "period": null,
932
- "knowledgeBoundary": "2026-08-23"
933
  },
934
  "status": "partial",
935
  "conclusion": {
@@ -1049,19 +1049,19 @@
1049
  "version": "1"
1050
  },
1051
  "time": {
1052
- "asOf": "2026-08-23",
1053
- "dataAsOf": "2026-08-21",
1054
  "period": "2023",
1055
- "knowledgeBoundary": "2026-08-23"
1056
  },
1057
  "status": "usable",
1058
  "conclusion": {
1059
- "label": "실적 악화 가격 반영",
1060
- "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다."
1061
  },
1062
  "confidence": {
1063
- "level": "high",
1064
- "score": 100.0,
1065
  "method": "threeBlockCoverageAndSignalClarity"
1066
  },
1067
  "drivers": [
@@ -1082,8 +1082,8 @@
1082
  {
1083
  "id": "price",
1084
  "label": "가격 반응",
1085
- "score": -0.5,
1086
- "direction": "negative",
1087
  "sourceRef": "price.score"
1088
  }
1089
  ],
@@ -1095,7 +1095,7 @@
1095
  "basis": "marketBehavior",
1096
  "direction": "adverse",
1097
  "horizon": "latestPeriod",
1098
- "asOf": "2026-08-23",
1099
  "dataAsOf": "2023",
1100
  "period": "2023",
1101
  "status": "observed",
@@ -1115,8 +1115,8 @@
1115
  "basis": "marketBehavior",
1116
  "direction": "unknown",
1117
  "horizon": "latestDecision",
1118
- "asOf": "2026-08-23",
1119
- "dataAsOf": "2026-08-21",
1120
  "period": "2023",
1121
  "status": "derived",
1122
  "sourceRef": "dartlab://quant/earnings",
@@ -1128,17 +1128,17 @@
1128
  "falsifierRefs": [
1129
  "classificationBreak"
1130
  ],
1131
- "relation": "deteriorationPriced"
1132
  },
1133
  {
1134
  "id": "quant.priceReaction",
1135
  "label": "가격 반응",
1136
  "comparisonKey": "marketReaction",
1137
  "basis": "marketBehavior",
1138
- "direction": "adverse",
1139
  "horizon": "currentMarket",
1140
- "asOf": "2026-08-23",
1141
- "dataAsOf": "2026-08-21",
1142
  "period": "2023",
1143
  "status": "observed",
1144
  "sourceRef": "dartlab://quant/verdict",
@@ -1148,7 +1148,7 @@
1148
  "falsifierRefs": [
1149
  "classificationBreak"
1150
  ],
1151
- "value": -0.5
1152
  }
1153
  ],
1154
  "evidence": [
@@ -1173,7 +1173,7 @@
1173
  "kind": "marketReaction",
1174
  "sourceRef": "dartlab://quant/verdict",
1175
  "status": "derived",
1176
- "observedAt": "2026-08-21",
1177
  "detail": "괴리 판정의 price 입력"
1178
  }
1179
  ],
@@ -1207,7 +1207,7 @@
1207
  "falsifiers": [
1208
  {
1209
  "id": "classificationBreak",
1210
- "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함"
1211
  }
1212
  ],
1213
  "payload": {
@@ -1216,7 +1216,7 @@
1216
  "expectation",
1217
  "price"
1218
  ],
1219
- "classification": "deteriorationPriced"
1220
  }
1221
  },
1222
  "macro": {
@@ -1229,15 +1229,15 @@
1229
  "version": "1"
1230
  },
1231
  "time": {
1232
- "asOf": "2026-08-23",
1233
- "dataAsOf": "2026-08-21",
1234
  "period": null,
1235
- "knowledgeBoundary": "2026-08-23"
1236
  },
1237
  "status": "partial",
1238
  "conclusion": {
1239
- "label": "거시 전파 경로 혼재",
1240
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1241
  },
1242
  "confidence": {
1243
  "level": "medium",
@@ -1248,19 +1248,19 @@
1248
  {
1249
  "id": "BAMLH0A0HYM2",
1250
  "label": "미국 HY 스프레드",
1251
- "value": 2.75,
1252
  "unit": "%p",
1253
- "signal": "rising",
1254
- "change": 0.020000000000000018,
1255
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1256
  },
1257
  {
1258
  "id": "BASE_RATE",
1259
  "label": "한국 기준금리",
1260
- "value": 2.75,
1261
  "unit": "%",
1262
- "signal": "flat",
1263
- "change": 0.0,
1264
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1265
  },
1266
  {
@@ -1273,14 +1273,37 @@
1273
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1274
  }
1275
  ],
1276
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1277
  "evidence": [
1278
  {
1279
  "id": "macro.driver.BAMLH0A0HYM2",
1280
  "kind": "macroObservation",
1281
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1282
  "status": "observed",
1283
- "observedAt": "2026-08-20",
1284
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1285
  },
1286
  {
@@ -1288,7 +1311,7 @@
1288
  "kind": "macroObservation",
1289
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1290
  "status": "observed",
1291
- "observedAt": "2026-08-21",
1292
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1293
  },
1294
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
618
  "version": "v4.0"
619
  },
620
  "time": {
621
+ "asOf": "2026-08-30",
622
  "dataAsOf": {
623
  "latestPeriod": "2025",
624
+ "retrievedAt": "2026-08-30"
625
  },
626
  "period": "2025",
627
+ "knowledgeBoundary": "2026-08-30"
628
  },
629
  "status": "usable",
630
  "conclusion": {
 
686
  "basis": "creditNarrative",
687
  "direction": "neutral",
688
  "horizon": "latestPeriod",
689
+ "asOf": "2026-08-30",
690
  "dataAsOf": "2025",
691
  "period": "2025",
692
  "status": "derived",
 
705
  "basis": "creditNarrative",
706
  "direction": "supportive",
707
  "horizon": "latestPeriod",
708
+ "asOf": "2026-08-30",
709
  "dataAsOf": "2025",
710
  "period": "2025",
711
  "status": "derived",
 
724
  "basis": "creditNarrative",
725
  "direction": "neutral",
726
  "horizon": "latestPeriod",
727
+ "asOf": "2026-08-30",
728
  "dataAsOf": "2025",
729
  "period": "2025",
730
  "status": "derived",
 
743
  "basis": "creditNarrative",
744
  "direction": "adverse",
745
  "horizon": "latestPeriod",
746
+ "asOf": "2026-08-30",
747
  "dataAsOf": "2025",
748
  "period": "2025",
749
  "status": "derived",
 
922
  "version": "1"
923
  },
924
  "time": {
925
+ "asOf": "2026-08-30",
926
  "dataAsOf": {
927
  "mappingUpdatedAt": "2026-04-14",
928
  "financialPeriod": null,
929
+ "retrievedAt": "2026-08-30"
930
  },
931
  "period": null,
932
+ "knowledgeBoundary": "2026-08-30"
933
  },
934
  "status": "partial",
935
  "conclusion": {
 
1049
  "version": "1"
1050
  },
1051
  "time": {
1052
+ "asOf": "2026-08-30",
1053
+ "dataAsOf": "2026-08-28",
1054
  "period": "2023",
1055
+ "knowledgeBoundary": "2026-08-30"
1056
  },
1057
  "status": "usable",
1058
  "conclusion": {
1059
+ "label": "괴리 판단 보류",
1060
+ "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1061
  },
1062
  "confidence": {
1063
+ "level": "medium",
1064
+ "score": 65.0,
1065
  "method": "threeBlockCoverageAndSignalClarity"
1066
  },
1067
  "drivers": [
 
1082
  {
1083
  "id": "price",
1084
  "label": "가격 반응",
1085
+ "score": 0.0,
1086
+ "direction": "neutral",
1087
  "sourceRef": "price.score"
1088
  }
1089
  ],
 
1095
  "basis": "marketBehavior",
1096
  "direction": "adverse",
1097
  "horizon": "latestPeriod",
1098
+ "asOf": "2026-08-30",
1099
  "dataAsOf": "2023",
1100
  "period": "2023",
1101
  "status": "observed",
 
1115
  "basis": "marketBehavior",
1116
  "direction": "unknown",
1117
  "horizon": "latestDecision",
1118
+ "asOf": "2026-08-30",
1119
+ "dataAsOf": "2026-08-28",
1120
  "period": "2023",
1121
  "status": "derived",
1122
  "sourceRef": "dartlab://quant/earnings",
 
1128
  "falsifierRefs": [
1129
  "classificationBreak"
1130
  ],
1131
+ "relation": "inconclusive"
1132
  },
1133
  {
1134
  "id": "quant.priceReaction",
1135
  "label": "가격 반응",
1136
  "comparisonKey": "marketReaction",
1137
  "basis": "marketBehavior",
1138
+ "direction": "neutral",
1139
  "horizon": "currentMarket",
1140
+ "asOf": "2026-08-30",
1141
+ "dataAsOf": "2026-08-28",
1142
  "period": "2023",
1143
  "status": "observed",
1144
  "sourceRef": "dartlab://quant/verdict",
 
1148
  "falsifierRefs": [
1149
  "classificationBreak"
1150
  ],
1151
+ "value": 0.0
1152
  }
1153
  ],
1154
  "evidence": [
 
1173
  "kind": "marketReaction",
1174
  "sourceRef": "dartlab://quant/verdict",
1175
  "status": "derived",
1176
+ "observedAt": "2026-08-28",
1177
  "detail": "괴리 판정의 price 입력"
1178
  }
1179
  ],
 
1207
  "falsifiers": [
1208
  {
1209
  "id": "classificationBreak",
1210
+ "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1211
  }
1212
  ],
1213
  "payload": {
 
1216
  "expectation",
1217
  "price"
1218
  ],
1219
+ "classification": "inconclusive"
1220
  }
1221
  },
1222
  "macro": {
 
1229
  "version": "1"
1230
  },
1231
  "time": {
1232
+ "asOf": "2026-08-30",
1233
+ "dataAsOf": "2026-08-27",
1234
  "period": null,
1235
+ "knowledgeBoundary": "2026-08-30"
1236
  },
1237
  "status": "partial",
1238
  "conclusion": {
1239
+ "label": "거시 역풍 경로 우세",
1240
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1241
  },
1242
  "confidence": {
1243
  "level": "medium",
 
1248
  {
1249
  "id": "BAMLH0A0HYM2",
1250
  "label": "미국 HY 스프레드",
1251
+ "value": 2.63,
1252
  "unit": "%p",
1253
+ "signal": "falling",
1254
+ "change": -0.040000000000000036,
1255
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1256
  },
1257
  {
1258
  "id": "BASE_RATE",
1259
  "label": "한국 기준금리",
1260
+ "value": 3.0,
1261
  "unit": "%",
1262
+ "signal": "rising",
1263
+ "change": 0.25,
1264
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1265
  },
1266
  {
 
1273
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1274
  }
1275
  ],
1276
+ "claims": [
1277
+ {
1278
+ "id": "macro.companyTransmission",
1279
+ "label": "기업 직접근거 거시 전달경로",
1280
+ "comparisonKey": "macroTransmission",
1281
+ "basis": "macroCompanyEdges",
1282
+ "direction": "adverse",
1283
+ "horizon": "currentCycle",
1284
+ "asOf": "2026-08-30",
1285
+ "dataAsOf": "2026-08-27",
1286
+ "period": null,
1287
+ "status": "derived",
1288
+ "sourceRef": "dartlab://analysis/000050/product/drivers/debtRatio",
1289
+ "evidenceRefs": [
1290
+ "macro.company.analysis.debtRatio",
1291
+ "macro.company.analysis.interestCoverage"
1292
+ ],
1293
+ "falsifierRefs": [
1294
+ "rate-debt-interest.0",
1295
+ "rate-debt-interest.1",
1296
+ "rate-debt-interest.2"
1297
+ ]
1298
+ }
1299
+ ],
1300
  "evidence": [
1301
  {
1302
  "id": "macro.driver.BAMLH0A0HYM2",
1303
  "kind": "macroObservation",
1304
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1305
  "status": "observed",
1306
+ "observedAt": "2026-08-27",
1307
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1308
  },
1309
  {
 
1311
  "kind": "macroObservation",
1312
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1313
  "status": "observed",
1314
+ "observedAt": "2026-08-27",
1315
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1316
  },
1317
  {
landing/lenses/000060.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
40
  "representative": "2026"
41
  },
42
  "mixedPeriods": false,
43
- "retrievedAt": "2026-08-23"
44
  },
45
  "period": "2026",
46
- "knowledgeBoundary": "2026-08-23"
47
  },
48
  "status": "partial",
49
  "conclusion": {
@@ -113,7 +113,7 @@
113
  "basis": "companyFundamentals",
114
  "direction": "adverse",
115
  "horizon": "multiYear",
116
- "asOf": "2026-08-23",
117
  "dataAsOf": {
118
  "latestPeriod": "2026",
119
  "earliestPeriod": "2024",
@@ -133,7 +133,7 @@
133
  "representative": "2026"
134
  },
135
  "mixedPeriods": false,
136
- "retrievedAt": "2026-08-23"
137
  },
138
  "period": "2026",
139
  "status": "derived",
@@ -154,7 +154,7 @@
154
  "basis": "companyFundamentals",
155
  "direction": "supportive",
156
  "horizon": "latestPeriod",
157
- "asOf": "2026-08-23",
158
  "dataAsOf": {
159
  "latestPeriod": "2026",
160
  "earliestPeriod": "2024",
@@ -174,7 +174,7 @@
174
  "representative": "2026"
175
  },
176
  "mixedPeriods": false,
177
- "retrievedAt": "2026-08-23"
178
  },
179
  "period": "2025",
180
  "status": "derived",
@@ -195,7 +195,7 @@
195
  "basis": "companyFundamentals",
196
  "direction": "supportive",
197
  "horizon": "multiYear",
198
- "asOf": "2026-08-23",
199
  "dataAsOf": {
200
  "latestPeriod": "2026",
201
  "earliestPeriod": "2024",
@@ -215,7 +215,7 @@
215
  "representative": "2026"
216
  },
217
  "mixedPeriods": false,
218
- "retrievedAt": "2026-08-23"
219
  },
220
  "period": "2026",
221
  "status": "derived",
@@ -484,13 +484,13 @@
484
  "version": "v4.0"
485
  },
486
  "time": {
487
- "asOf": "2026-08-23",
488
  "dataAsOf": {
489
  "latestPeriod": "2025",
490
- "retrievedAt": "2026-08-23"
491
  },
492
  "period": "2025",
493
- "knowledgeBoundary": "2026-08-23"
494
  },
495
  "status": "blocked",
496
  "conclusion": {
@@ -672,14 +672,14 @@
672
  "version": "1"
673
  },
674
  "time": {
675
- "asOf": "2026-08-23",
676
  "dataAsOf": {
677
  "mappingUpdatedAt": null,
678
  "financialPeriod": null,
679
- "retrievedAt": "2026-08-23"
680
  },
681
  "period": null,
682
- "knowledgeBoundary": "2026-08-23"
683
  },
684
  "status": "blocked",
685
  "conclusion": {
@@ -794,10 +794,10 @@
794
  "version": "1"
795
  },
796
  "time": {
797
- "asOf": "2026-08-23",
798
  "dataAsOf": null,
799
  "period": "2025",
800
- "knowledgeBoundary": "2026-08-23"
801
  },
802
  "status": "partial",
803
  "conclusion": {
@@ -833,7 +833,7 @@
833
  "basis": "marketBehavior",
834
  "direction": "neutral",
835
  "horizon": "latestPeriod",
836
- "asOf": "2026-08-23",
837
  "dataAsOf": "2025",
838
  "period": "2025",
839
  "status": "observed",
@@ -853,7 +853,7 @@
853
  "basis": "marketBehavior",
854
  "direction": "unknown",
855
  "horizon": "latestDecision",
856
- "asOf": "2026-08-23",
857
  "dataAsOf": null,
858
  "period": "2025",
859
  "status": "derived",
@@ -944,15 +944,15 @@
944
  "version": "1"
945
  },
946
  "time": {
947
- "asOf": "2026-08-23",
948
- "dataAsOf": "2026-08-21",
949
  "period": null,
950
- "knowledgeBoundary": "2026-08-23"
951
  },
952
  "status": "partial",
953
  "conclusion": {
954
- "label": "거시 전파 경로 혼재",
955
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
956
  },
957
  "confidence": {
958
  "level": "medium",
@@ -963,19 +963,19 @@
963
  {
964
  "id": "BAMLH0A0HYM2",
965
  "label": "미국 HY 스프레드",
966
- "value": 2.75,
967
  "unit": "%p",
968
- "signal": "rising",
969
- "change": 0.020000000000000018,
970
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
971
  },
972
  {
973
  "id": "BASE_RATE",
974
  "label": "한국 기준금리",
975
- "value": 2.75,
976
  "unit": "%",
977
- "signal": "flat",
978
- "change": 0.0,
979
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
980
  },
981
  {
@@ -990,10 +990,10 @@
990
  {
991
  "id": "DCOILWTICO",
992
  "label": "WTI",
993
- "value": 86.48,
994
  "unit": "$",
995
- "signal": "rising",
996
- "change": 0.4399999999999977,
997
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
998
  },
999
  {
@@ -1008,21 +1008,44 @@
1008
  {
1009
  "id": "USDKRW",
1010
  "label": "원/달러",
1011
- "value": 1386.5,
1012
  "unit": "원",
1013
  "signal": "falling",
1014
- "change": -6.099999999999909,
1015
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1016
  }
1017
  ],
1018
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1019
  "evidence": [
1020
  {
1021
  "id": "macro.driver.BAMLH0A0HYM2",
1022
  "kind": "macroObservation",
1023
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1024
  "status": "observed",
1025
- "observedAt": "2026-08-20",
1026
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1027
  },
1028
  {
@@ -1030,7 +1053,7 @@
1030
  "kind": "macroObservation",
1031
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1032
  "status": "observed",
1033
- "observedAt": "2026-08-21",
1034
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1035
  },
1036
  {
@@ -1046,7 +1069,7 @@
1046
  "kind": "macroObservation",
1047
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1048
  "status": "observed",
1049
- "observedAt": "2026-08-18",
1050
  "detail": "WTI 최신 관측과 직전 변화"
1051
  },
1052
  {
@@ -1062,7 +1085,7 @@
1062
  "kind": "macroObservation",
1063
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1064
  "status": "observed",
1065
- "observedAt": "2026-08-21",
1066
  "detail": "원/달러 최신 관측과 직전 변화"
1067
  },
1068
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
 
40
  "representative": "2026"
41
  },
42
  "mixedPeriods": false,
43
+ "retrievedAt": "2026-08-30"
44
  },
45
  "period": "2026",
46
+ "knowledgeBoundary": "2026-08-30"
47
  },
48
  "status": "partial",
49
  "conclusion": {
 
113
  "basis": "companyFundamentals",
114
  "direction": "adverse",
115
  "horizon": "multiYear",
116
+ "asOf": "2026-08-30",
117
  "dataAsOf": {
118
  "latestPeriod": "2026",
119
  "earliestPeriod": "2024",
 
133
  "representative": "2026"
134
  },
135
  "mixedPeriods": false,
136
+ "retrievedAt": "2026-08-30"
137
  },
138
  "period": "2026",
139
  "status": "derived",
 
154
  "basis": "companyFundamentals",
155
  "direction": "supportive",
156
  "horizon": "latestPeriod",
157
+ "asOf": "2026-08-30",
158
  "dataAsOf": {
159
  "latestPeriod": "2026",
160
  "earliestPeriod": "2024",
 
174
  "representative": "2026"
175
  },
176
  "mixedPeriods": false,
177
+ "retrievedAt": "2026-08-30"
178
  },
179
  "period": "2025",
180
  "status": "derived",
 
195
  "basis": "companyFundamentals",
196
  "direction": "supportive",
197
  "horizon": "multiYear",
198
+ "asOf": "2026-08-30",
199
  "dataAsOf": {
200
  "latestPeriod": "2026",
201
  "earliestPeriod": "2024",
 
215
  "representative": "2026"
216
  },
217
  "mixedPeriods": false,
218
+ "retrievedAt": "2026-08-30"
219
  },
220
  "period": "2026",
221
  "status": "derived",
 
484
  "version": "v4.0"
485
  },
486
  "time": {
487
+ "asOf": "2026-08-30",
488
  "dataAsOf": {
489
  "latestPeriod": "2025",
490
+ "retrievedAt": "2026-08-30"
491
  },
492
  "period": "2025",
493
+ "knowledgeBoundary": "2026-08-30"
494
  },
495
  "status": "blocked",
496
  "conclusion": {
 
672
  "version": "1"
673
  },
674
  "time": {
675
+ "asOf": "2026-08-30",
676
  "dataAsOf": {
677
  "mappingUpdatedAt": null,
678
  "financialPeriod": null,
679
+ "retrievedAt": "2026-08-30"
680
  },
681
  "period": null,
682
+ "knowledgeBoundary": "2026-08-30"
683
  },
684
  "status": "blocked",
685
  "conclusion": {
 
794
  "version": "1"
795
  },
796
  "time": {
797
+ "asOf": "2026-08-30",
798
  "dataAsOf": null,
799
  "period": "2025",
800
+ "knowledgeBoundary": "2026-08-30"
801
  },
802
  "status": "partial",
803
  "conclusion": {
 
833
  "basis": "marketBehavior",
834
  "direction": "neutral",
835
  "horizon": "latestPeriod",
836
+ "asOf": "2026-08-30",
837
  "dataAsOf": "2025",
838
  "period": "2025",
839
  "status": "observed",
 
853
  "basis": "marketBehavior",
854
  "direction": "unknown",
855
  "horizon": "latestDecision",
856
+ "asOf": "2026-08-30",
857
  "dataAsOf": null,
858
  "period": "2025",
859
  "status": "derived",
 
944
  "version": "1"
945
  },
946
  "time": {
947
+ "asOf": "2026-08-30",
948
+ "dataAsOf": "2026-08-28",
949
  "period": null,
950
+ "knowledgeBoundary": "2026-08-30"
951
  },
952
  "status": "partial",
953
  "conclusion": {
954
+ "label": "거시 역풍 경로 우세",
955
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
956
  },
957
  "confidence": {
958
  "level": "medium",
 
963
  {
964
  "id": "BAMLH0A0HYM2",
965
  "label": "미국 HY 스프레드",
966
+ "value": 2.63,
967
  "unit": "%p",
968
+ "signal": "falling",
969
+ "change": -0.040000000000000036,
970
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
971
  },
972
  {
973
  "id": "BASE_RATE",
974
  "label": "한국 기준금리",
975
+ "value": 3.0,
976
  "unit": "%",
977
+ "signal": "rising",
978
+ "change": 0.25,
979
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
980
  },
981
  {
 
990
  {
991
  "id": "DCOILWTICO",
992
  "label": "WTI",
993
+ "value": 83.9,
994
  "unit": "$",
995
+ "signal": "falling",
996
+ "change": -2.4399999999999977,
997
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
998
  },
999
  {
 
1008
  {
1009
  "id": "USDKRW",
1010
  "label": "원/달러",
1011
+ "value": 1372.5,
1012
  "unit": "원",
1013
  "signal": "falling",
1014
+ "change": -8.400000000000091,
1015
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1016
  }
1017
  ],
1018
+ "claims": [
1019
+ {
1020
+ "id": "macro.companyTransmission",
1021
+ "label": "기업 직접근거 거시 전달경로",
1022
+ "comparisonKey": "macroTransmission",
1023
+ "basis": "macroCompanyEdges",
1024
+ "direction": "adverse",
1025
+ "horizon": "currentCycle",
1026
+ "asOf": "2026-08-30",
1027
+ "dataAsOf": "2026-08-28",
1028
+ "period": null,
1029
+ "status": "derived",
1030
+ "sourceRef": "dartlab://analysis/000060/product/drivers/debtRatio",
1031
+ "evidenceRefs": [
1032
+ "macro.company.analysis.debtRatio",
1033
+ "macro.company.analysis.interestCoverage"
1034
+ ],
1035
+ "falsifierRefs": [
1036
+ "rate-debt-interest.0",
1037
+ "rate-debt-interest.1",
1038
+ "rate-debt-interest.2"
1039
+ ]
1040
+ }
1041
+ ],
1042
  "evidence": [
1043
  {
1044
  "id": "macro.driver.BAMLH0A0HYM2",
1045
  "kind": "macroObservation",
1046
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1047
  "status": "observed",
1048
+ "observedAt": "2026-08-27",
1049
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1050
  },
1051
  {
 
1053
  "kind": "macroObservation",
1054
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1055
  "status": "observed",
1056
+ "observedAt": "2026-08-27",
1057
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1058
  },
1059
  {
 
1069
  "kind": "macroObservation",
1070
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1071
  "status": "observed",
1072
+ "observedAt": "2026-08-25",
1073
  "detail": "WTI 최신 관측과 직전 변화"
1074
  },
1075
  {
 
1085
  "kind": "macroObservation",
1086
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1087
  "status": "observed",
1088
+ "observedAt": "2026-08-28",
1089
  "detail": "원/달러 최신 관측과 직전 변화"
1090
  },
1091
  {
landing/lenses/000070.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
- "retrievedAt": "2026-08-23"
60
  },
61
  "period": "2026",
62
- "knowledgeBoundary": "2026-08-23"
63
  },
64
  "status": "partial",
65
  "conclusion": {
@@ -139,7 +139,7 @@
139
  "basis": "companyFundamentals",
140
  "direction": "adverse",
141
  "horizon": "latestPeriod",
142
- "asOf": "2026-08-23",
143
  "dataAsOf": {
144
  "latestPeriod": "2026",
145
  "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
- "retrievedAt": "2026-08-23"
179
  },
180
  "period": "2025",
181
  "status": "derived",
@@ -196,7 +196,7 @@
196
  "basis": "companyFundamentals",
197
  "direction": "adverse",
198
  "horizon": "multiYear",
199
- "asOf": "2026-08-23",
200
  "dataAsOf": {
201
  "latestPeriod": "2026",
202
  "earliestPeriod": "2016",
@@ -232,7 +232,7 @@
232
  "representative": "2026"
233
  },
234
  "mixedPeriods": false,
235
- "retrievedAt": "2026-08-23"
236
  },
237
  "period": "2026",
238
  "status": "derived",
@@ -253,7 +253,7 @@
253
  "basis": "companyFundamentals",
254
  "direction": "supportive",
255
  "horizon": "latestPeriod",
256
- "asOf": "2026-08-23",
257
  "dataAsOf": {
258
  "latestPeriod": "2026",
259
  "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
289
  "representative": "2026"
290
  },
291
  "mixedPeriods": false,
292
- "retrievedAt": "2026-08-23"
293
  },
294
  "period": "2025",
295
  "status": "derived",
@@ -310,7 +310,7 @@
310
  "basis": "companyFundamentals",
311
  "direction": "neutral",
312
  "horizon": "multiYear",
313
- "asOf": "2026-08-23",
314
  "dataAsOf": {
315
  "latestPeriod": "2026",
316
  "earliestPeriod": "2016",
@@ -346,7 +346,7 @@
346
  "representative": "2026"
347
  },
348
  "mixedPeriods": false,
349
- "retrievedAt": "2026-08-23"
350
  },
351
  "period": "2026",
352
  "status": "derived",
@@ -629,13 +629,13 @@
629
  "version": "v4.1-TrackB-diagnostic"
630
  },
631
  "time": {
632
- "asOf": "2026-08-23",
633
  "dataAsOf": {
634
  "latestPeriod": "2025",
635
- "retrievedAt": "2026-08-23"
636
  },
637
  "period": "2025",
638
- "knowledgeBoundary": "2026-08-23"
639
  },
640
  "status": "blocked",
641
  "conclusion": {
@@ -784,14 +784,14 @@
784
  "version": "1"
785
  },
786
  "time": {
787
- "asOf": "2026-08-23",
788
  "dataAsOf": {
789
  "mappingUpdatedAt": "2026-04-14",
790
  "financialPeriod": null,
791
- "retrievedAt": "2026-08-23"
792
  },
793
  "period": null,
794
- "knowledgeBoundary": "2026-08-23"
795
  },
796
  "status": "partial",
797
  "conclusion": {
@@ -911,10 +911,10 @@
911
  "version": "1"
912
  },
913
  "time": {
914
- "asOf": "2026-08-23",
915
- "dataAsOf": "2026-08-21",
916
  "period": "2025",
917
- "knowledgeBoundary": "2026-08-23"
918
  },
919
  "status": "usable",
920
  "conclusion": {
@@ -944,7 +944,7 @@
944
  {
945
  "id": "price",
946
  "label": "가격 반응",
947
- "score": 0.5,
948
  "direction": "positive",
949
  "sourceRef": "price.score"
950
  }
@@ -957,7 +957,7 @@
957
  "basis": "marketBehavior",
958
  "direction": "adverse",
959
  "horizon": "latestPeriod",
960
- "asOf": "2026-08-23",
961
  "dataAsOf": "2025",
962
  "period": "2025",
963
  "status": "observed",
@@ -977,8 +977,8 @@
977
  "basis": "marketBehavior",
978
  "direction": "unknown",
979
  "horizon": "latestDecision",
980
- "asOf": "2026-08-23",
981
- "dataAsOf": "2026-08-21",
982
  "period": "2025",
983
  "status": "derived",
984
  "sourceRef": "dartlab://quant/earnings",
@@ -999,8 +999,8 @@
999
  "basis": "marketBehavior",
1000
  "direction": "supportive",
1001
  "horizon": "currentMarket",
1002
- "asOf": "2026-08-23",
1003
- "dataAsOf": "2026-08-21",
1004
  "period": "2025",
1005
  "status": "observed",
1006
  "sourceRef": "dartlab://quant/verdict",
@@ -1010,7 +1010,7 @@
1010
  "falsifierRefs": [
1011
  "classificationBreak"
1012
  ],
1013
- "value": 0.5
1014
  }
1015
  ],
1016
  "evidence": [
@@ -1035,7 +1035,7 @@
1035
  "kind": "marketReaction",
1036
  "sourceRef": "dartlab://quant/verdict",
1037
  "status": "derived",
1038
- "observedAt": "2026-08-21",
1039
  "detail": "괴리 판정의 price 입력"
1040
  }
1041
  ],
@@ -1091,15 +1091,15 @@
1091
  "version": "1"
1092
  },
1093
  "time": {
1094
- "asOf": "2026-08-23",
1095
- "dataAsOf": "2026-08-21",
1096
  "period": null,
1097
- "knowledgeBoundary": "2026-08-23"
1098
  },
1099
  "status": "usable",
1100
  "conclusion": {
1101
- "label": "거시 전파 경로 혼재",
1102
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1103
  },
1104
  "confidence": {
1105
  "level": "high",
@@ -1110,30 +1110,53 @@
1110
  {
1111
  "id": "BAMLH0A0HYM2",
1112
  "label": "미국 HY 스프레드",
1113
- "value": 2.75,
1114
  "unit": "%p",
1115
- "signal": "rising",
1116
- "change": 0.020000000000000018,
1117
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1118
  },
1119
  {
1120
  "id": "BASE_RATE",
1121
  "label": "한국 기준금리",
1122
- "value": 2.75,
1123
  "unit": "%",
1124
- "signal": "flat",
1125
- "change": 0.0,
1126
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1127
  }
1128
  ],
1129
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1130
  "evidence": [
1131
  {
1132
  "id": "macro.driver.BAMLH0A0HYM2",
1133
  "kind": "macroObservation",
1134
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1135
  "status": "observed",
1136
- "observedAt": "2026-08-20",
1137
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1138
  },
1139
  {
@@ -1141,7 +1164,7 @@
1141
  "kind": "macroObservation",
1142
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1143
  "status": "observed",
1144
- "observedAt": "2026-08-21",
1145
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1146
  },
1147
  {
@@ -1357,7 +1380,7 @@
1357
  "patternId": "fundamentalPriceDivergence",
1358
  "kind": "divergence",
1359
  "status": "active",
1360
- "asOf": "2026-08-23",
1361
  "headline": {
1362
  "kr": "펀더멘털과 가격 반응이 갈립니다",
1363
  "en": "Fundamentals and price reaction diverge"
@@ -1379,7 +1402,7 @@
1379
  "basis": "marketBehavior",
1380
  "direction": "adverse",
1381
  "horizon": "latestPeriod",
1382
- "asOf": "2026-08-23",
1383
  "dataAsOf": "2025",
1384
  "period": "2025",
1385
  "status": "observed",
@@ -1397,15 +1420,15 @@
1397
  "basis": "marketBehavior",
1398
  "direction": "supportive",
1399
  "horizon": "currentMarket",
1400
- "asOf": "2026-08-23",
1401
- "dataAsOf": "2026-08-21",
1402
  "period": "2025",
1403
  "status": "observed",
1404
  "sourceRef": "dartlab://quant/verdict",
1405
  "evidenceRefs": [
1406
  "quant.price"
1407
  ],
1408
- "value": 0.5
1409
  }
1410
  ],
1411
  "falsifiers": [
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
 
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
+ "retrievedAt": "2026-08-30"
60
  },
61
  "period": "2026",
62
+ "knowledgeBoundary": "2026-08-30"
63
  },
64
  "status": "partial",
65
  "conclusion": {
 
139
  "basis": "companyFundamentals",
140
  "direction": "adverse",
141
  "horizon": "latestPeriod",
142
+ "asOf": "2026-08-30",
143
  "dataAsOf": {
144
  "latestPeriod": "2026",
145
  "earliestPeriod": "2016",
 
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
+ "retrievedAt": "2026-08-30"
179
  },
180
  "period": "2025",
181
  "status": "derived",
 
196
  "basis": "companyFundamentals",
197
  "direction": "adverse",
198
  "horizon": "multiYear",
199
+ "asOf": "2026-08-30",
200
  "dataAsOf": {
201
  "latestPeriod": "2026",
202
  "earliestPeriod": "2016",
 
232
  "representative": "2026"
233
  },
234
  "mixedPeriods": false,
235
+ "retrievedAt": "2026-08-30"
236
  },
237
  "period": "2026",
238
  "status": "derived",
 
253
  "basis": "companyFundamentals",
254
  "direction": "supportive",
255
  "horizon": "latestPeriod",
256
+ "asOf": "2026-08-30",
257
  "dataAsOf": {
258
  "latestPeriod": "2026",
259
  "earliestPeriod": "2016",
 
289
  "representative": "2026"
290
  },
291
  "mixedPeriods": false,
292
+ "retrievedAt": "2026-08-30"
293
  },
294
  "period": "2025",
295
  "status": "derived",
 
310
  "basis": "companyFundamentals",
311
  "direction": "neutral",
312
  "horizon": "multiYear",
313
+ "asOf": "2026-08-30",
314
  "dataAsOf": {
315
  "latestPeriod": "2026",
316
  "earliestPeriod": "2016",
 
346
  "representative": "2026"
347
  },
348
  "mixedPeriods": false,
349
+ "retrievedAt": "2026-08-30"
350
  },
351
  "period": "2026",
352
  "status": "derived",
 
629
  "version": "v4.1-TrackB-diagnostic"
630
  },
631
  "time": {
632
+ "asOf": "2026-08-30",
633
  "dataAsOf": {
634
  "latestPeriod": "2025",
635
+ "retrievedAt": "2026-08-30"
636
  },
637
  "period": "2025",
638
+ "knowledgeBoundary": "2026-08-30"
639
  },
640
  "status": "blocked",
641
  "conclusion": {
 
784
  "version": "1"
785
  },
786
  "time": {
787
+ "asOf": "2026-08-30",
788
  "dataAsOf": {
789
  "mappingUpdatedAt": "2026-04-14",
790
  "financialPeriod": null,
791
+ "retrievedAt": "2026-08-30"
792
  },
793
  "period": null,
794
+ "knowledgeBoundary": "2026-08-30"
795
  },
796
  "status": "partial",
797
  "conclusion": {
 
911
  "version": "1"
912
  },
913
  "time": {
914
+ "asOf": "2026-08-30",
915
+ "dataAsOf": "2026-08-28",
916
  "period": "2025",
917
+ "knowledgeBoundary": "2026-08-30"
918
  },
919
  "status": "usable",
920
  "conclusion": {
 
944
  {
945
  "id": "price",
946
  "label": "가격 반응",
947
+ "score": 0.25,
948
  "direction": "positive",
949
  "sourceRef": "price.score"
950
  }
 
957
  "basis": "marketBehavior",
958
  "direction": "adverse",
959
  "horizon": "latestPeriod",
960
+ "asOf": "2026-08-30",
961
  "dataAsOf": "2025",
962
  "period": "2025",
963
  "status": "observed",
 
977
  "basis": "marketBehavior",
978
  "direction": "unknown",
979
  "horizon": "latestDecision",
980
+ "asOf": "2026-08-30",
981
+ "dataAsOf": "2026-08-28",
982
  "period": "2025",
983
  "status": "derived",
984
  "sourceRef": "dartlab://quant/earnings",
 
999
  "basis": "marketBehavior",
1000
  "direction": "supportive",
1001
  "horizon": "currentMarket",
1002
+ "asOf": "2026-08-30",
1003
+ "dataAsOf": "2026-08-28",
1004
  "period": "2025",
1005
  "status": "observed",
1006
  "sourceRef": "dartlab://quant/verdict",
 
1010
  "falsifierRefs": [
1011
  "classificationBreak"
1012
  ],
1013
+ "value": 0.25
1014
  }
1015
  ],
1016
  "evidence": [
 
1035
  "kind": "marketReaction",
1036
  "sourceRef": "dartlab://quant/verdict",
1037
  "status": "derived",
1038
+ "observedAt": "2026-08-28",
1039
  "detail": "괴리 판정의 price 입력"
1040
  }
1041
  ],
 
1091
  "version": "1"
1092
  },
1093
  "time": {
1094
+ "asOf": "2026-08-30",
1095
+ "dataAsOf": "2026-08-27",
1096
  "period": null,
1097
+ "knowledgeBoundary": "2026-08-30"
1098
  },
1099
  "status": "usable",
1100
  "conclusion": {
1101
+ "label": "거시 역풍 경로 우세",
1102
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1103
  },
1104
  "confidence": {
1105
  "level": "high",
 
1110
  {
1111
  "id": "BAMLH0A0HYM2",
1112
  "label": "미국 HY 스프레드",
1113
+ "value": 2.63,
1114
  "unit": "%p",
1115
+ "signal": "falling",
1116
+ "change": -0.040000000000000036,
1117
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1118
  },
1119
  {
1120
  "id": "BASE_RATE",
1121
  "label": "한국 기준금리",
1122
+ "value": 3.0,
1123
  "unit": "%",
1124
+ "signal": "rising",
1125
+ "change": 0.25,
1126
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1127
  }
1128
  ],
1129
+ "claims": [
1130
+ {
1131
+ "id": "macro.companyTransmission",
1132
+ "label": "기업 직접근거 거시 전달경로",
1133
+ "comparisonKey": "macroTransmission",
1134
+ "basis": "macroCompanyEdges",
1135
+ "direction": "adverse",
1136
+ "horizon": "currentCycle",
1137
+ "asOf": "2026-08-30",
1138
+ "dataAsOf": "2026-08-27",
1139
+ "period": null,
1140
+ "status": "derived",
1141
+ "sourceRef": "dartlab://analysis/000070/product/drivers/debtRatio",
1142
+ "evidenceRefs": [
1143
+ "macro.company.analysis.debtRatio",
1144
+ "macro.company.analysis.interestCoverage"
1145
+ ],
1146
+ "falsifierRefs": [
1147
+ "rate-debt-interest.0",
1148
+ "rate-debt-interest.1",
1149
+ "rate-debt-interest.2"
1150
+ ]
1151
+ }
1152
+ ],
1153
  "evidence": [
1154
  {
1155
  "id": "macro.driver.BAMLH0A0HYM2",
1156
  "kind": "macroObservation",
1157
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1158
  "status": "observed",
1159
+ "observedAt": "2026-08-27",
1160
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1161
  },
1162
  {
 
1164
  "kind": "macroObservation",
1165
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1166
  "status": "observed",
1167
+ "observedAt": "2026-08-27",
1168
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1169
  },
1170
  {
 
1380
  "patternId": "fundamentalPriceDivergence",
1381
  "kind": "divergence",
1382
  "status": "active",
1383
+ "asOf": "2026-08-30",
1384
  "headline": {
1385
  "kr": "펀더멘털과 가격 반응이 갈립니다",
1386
  "en": "Fundamentals and price reaction diverge"
 
1402
  "basis": "marketBehavior",
1403
  "direction": "adverse",
1404
  "horizon": "latestPeriod",
1405
+ "asOf": "2026-08-30",
1406
  "dataAsOf": "2025",
1407
  "period": "2025",
1408
  "status": "observed",
 
1420
  "basis": "marketBehavior",
1421
  "direction": "supportive",
1422
  "horizon": "currentMarket",
1423
+ "asOf": "2026-08-30",
1424
+ "dataAsOf": "2026-08-28",
1425
  "period": "2025",
1426
  "status": "observed",
1427
  "sourceRef": "dartlab://quant/verdict",
1428
  "evidenceRefs": [
1429
  "quant.price"
1430
  ],
1431
+ "value": 0.25
1432
  }
1433
  ],
1434
  "falsifiers": [
landing/lenses/000080.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -618,13 +618,13 @@
618
  "version": "v4.0"
619
  },
620
  "time": {
621
- "asOf": "2026-08-23",
622
  "dataAsOf": {
623
  "latestPeriod": "2025",
624
- "retrievedAt": "2026-08-23"
625
  },
626
  "period": "2025",
627
- "knowledgeBoundary": "2026-08-23"
628
  },
629
  "status": "usable",
630
  "conclusion": {
@@ -686,7 +686,7 @@
686
  "basis": "creditNarrative",
687
  "direction": "neutral",
688
  "horizon": "latestPeriod",
689
- "asOf": "2026-08-23",
690
  "dataAsOf": "2025",
691
  "period": "2025",
692
  "status": "derived",
@@ -705,7 +705,7 @@
705
  "basis": "creditNarrative",
706
  "direction": "neutral",
707
  "horizon": "latestPeriod",
708
- "asOf": "2026-08-23",
709
  "dataAsOf": "2025",
710
  "period": "2025",
711
  "status": "derived",
@@ -724,7 +724,7 @@
724
  "basis": "creditNarrative",
725
  "direction": "neutral",
726
  "horizon": "latestPeriod",
727
- "asOf": "2026-08-23",
728
  "dataAsOf": "2025",
729
  "period": "2025",
730
  "status": "derived",
@@ -743,7 +743,7 @@
743
  "basis": "creditNarrative",
744
  "direction": "adverse",
745
  "horizon": "latestPeriod",
746
- "asOf": "2026-08-23",
747
  "dataAsOf": "2025",
748
  "period": "2025",
749
  "status": "derived",
@@ -926,14 +926,14 @@
926
  "version": "1"
927
  },
928
  "time": {
929
- "asOf": "2026-08-23",
930
  "dataAsOf": {
931
  "mappingUpdatedAt": "2026-04-14",
932
  "financialPeriod": null,
933
- "retrievedAt": "2026-08-23"
934
  },
935
  "period": null,
936
- "knowledgeBoundary": "2026-08-23"
937
  },
938
  "status": "partial",
939
  "conclusion": {
@@ -1053,10 +1053,10 @@
1053
  "version": "1"
1054
  },
1055
  "time": {
1056
- "asOf": "2026-08-23",
1057
- "dataAsOf": "2026-08-21",
1058
  "period": "2025",
1059
- "knowledgeBoundary": "2026-08-23"
1060
  },
1061
  "status": "usable",
1062
  "conclusion": {
@@ -1086,8 +1086,8 @@
1086
  {
1087
  "id": "price",
1088
  "label": "가격 반응",
1089
- "score": -0.5,
1090
- "direction": "negative",
1091
  "sourceRef": "price.score"
1092
  }
1093
  ],
@@ -1099,7 +1099,7 @@
1099
  "basis": "marketBehavior",
1100
  "direction": "neutral",
1101
  "horizon": "latestPeriod",
1102
- "asOf": "2026-08-23",
1103
  "dataAsOf": "2025",
1104
  "period": "2025",
1105
  "status": "observed",
@@ -1119,8 +1119,8 @@
1119
  "basis": "marketBehavior",
1120
  "direction": "unknown",
1121
  "horizon": "latestDecision",
1122
- "asOf": "2026-08-23",
1123
- "dataAsOf": "2026-08-21",
1124
  "period": "2025",
1125
  "status": "derived",
1126
  "sourceRef": "dartlab://quant/earnings",
@@ -1139,10 +1139,10 @@
1139
  "label": "가격 반응",
1140
  "comparisonKey": "marketReaction",
1141
  "basis": "marketBehavior",
1142
- "direction": "adverse",
1143
  "horizon": "currentMarket",
1144
- "asOf": "2026-08-23",
1145
- "dataAsOf": "2026-08-21",
1146
  "period": "2025",
1147
  "status": "observed",
1148
  "sourceRef": "dartlab://quant/verdict",
@@ -1152,7 +1152,7 @@
1152
  "falsifierRefs": [
1153
  "classificationBreak"
1154
  ],
1155
- "value": -0.5
1156
  }
1157
  ],
1158
  "evidence": [
@@ -1177,7 +1177,7 @@
1177
  "kind": "marketReaction",
1178
  "sourceRef": "dartlab://quant/verdict",
1179
  "status": "derived",
1180
- "observedAt": "2026-08-21",
1181
  "detail": "괴리 판정의 price 입력"
1182
  }
1183
  ],
@@ -1233,15 +1233,15 @@
1233
  "version": "1"
1234
  },
1235
  "time": {
1236
- "asOf": "2026-08-23",
1237
- "dataAsOf": "2026-08-21",
1238
  "period": null,
1239
- "knowledgeBoundary": "2026-08-23"
1240
  },
1241
  "status": "partial",
1242
  "conclusion": {
1243
- "label": "거시 전파 경로 혼재",
1244
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1245
  },
1246
  "confidence": {
1247
  "level": "medium",
@@ -1252,19 +1252,19 @@
1252
  {
1253
  "id": "BAMLH0A0HYM2",
1254
  "label": "미국 HY 스프레드",
1255
- "value": 2.75,
1256
  "unit": "%p",
1257
- "signal": "rising",
1258
- "change": 0.020000000000000018,
1259
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1260
  },
1261
  {
1262
  "id": "BASE_RATE",
1263
  "label": "한국 기준금리",
1264
- "value": 2.75,
1265
  "unit": "%",
1266
- "signal": "flat",
1267
- "change": 0.0,
1268
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1269
  },
1270
  {
@@ -1279,21 +1279,44 @@
1279
  {
1280
  "id": "DCOILWTICO",
1281
  "label": "WTI",
1282
- "value": 86.48,
1283
  "unit": "$",
1284
- "signal": "rising",
1285
- "change": 0.4399999999999977,
1286
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1287
  }
1288
  ],
1289
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1290
  "evidence": [
1291
  {
1292
  "id": "macro.driver.BAMLH0A0HYM2",
1293
  "kind": "macroObservation",
1294
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1295
  "status": "observed",
1296
- "observedAt": "2026-08-20",
1297
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1298
  },
1299
  {
@@ -1301,7 +1324,7 @@
1301
  "kind": "macroObservation",
1302
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1303
  "status": "observed",
1304
- "observedAt": "2026-08-21",
1305
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1306
  },
1307
  {
@@ -1317,7 +1340,7 @@
1317
  "kind": "macroObservation",
1318
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1319
  "status": "observed",
1320
- "observedAt": "2026-08-18",
1321
  "detail": "WTI 최신 관측과 직전 변화"
1322
  },
1323
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
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  "status": "derived",
 
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  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
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196
  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
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  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
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  "period": "2026",
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  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
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  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
336
  "representative": "2026"
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  },
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  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
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  "period": "2026",
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  "status": "derived",
 
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  "version": "v4.0"
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  "time": {
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  "dataAsOf": {
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  },
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  "period": "2025",
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+ "knowledgeBoundary": "2026-08-30"
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  },
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  "status": "usable",
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  "conclusion": {
 
686
  "basis": "creditNarrative",
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  "direction": "neutral",
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  "horizon": "latestPeriod",
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+ "asOf": "2026-08-30",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
 
705
  "basis": "creditNarrative",
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  "direction": "neutral",
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  "horizon": "latestPeriod",
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+ "asOf": "2026-08-30",
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  "dataAsOf": "2025",
710
  "period": "2025",
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  "status": "derived",
 
724
  "basis": "creditNarrative",
725
  "direction": "neutral",
726
  "horizon": "latestPeriod",
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+ "asOf": "2026-08-30",
728
  "dataAsOf": "2025",
729
  "period": "2025",
730
  "status": "derived",
 
743
  "basis": "creditNarrative",
744
  "direction": "adverse",
745
  "horizon": "latestPeriod",
746
+ "asOf": "2026-08-30",
747
  "dataAsOf": "2025",
748
  "period": "2025",
749
  "status": "derived",
 
926
  "version": "1"
927
  },
928
  "time": {
929
+ "asOf": "2026-08-30",
930
  "dataAsOf": {
931
  "mappingUpdatedAt": "2026-04-14",
932
  "financialPeriod": null,
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+ "retrievedAt": "2026-08-30"
934
  },
935
  "period": null,
936
+ "knowledgeBoundary": "2026-08-30"
937
  },
938
  "status": "partial",
939
  "conclusion": {
 
1053
  "version": "1"
1054
  },
1055
  "time": {
1056
+ "asOf": "2026-08-30",
1057
+ "dataAsOf": "2026-08-28",
1058
  "period": "2025",
1059
+ "knowledgeBoundary": "2026-08-30"
1060
  },
1061
  "status": "usable",
1062
  "conclusion": {
 
1086
  {
1087
  "id": "price",
1088
  "label": "가격 반응",
1089
+ "score": 0.5,
1090
+ "direction": "positive",
1091
  "sourceRef": "price.score"
1092
  }
1093
  ],
 
1099
  "basis": "marketBehavior",
1100
  "direction": "neutral",
1101
  "horizon": "latestPeriod",
1102
+ "asOf": "2026-08-30",
1103
  "dataAsOf": "2025",
1104
  "period": "2025",
1105
  "status": "observed",
 
1119
  "basis": "marketBehavior",
1120
  "direction": "unknown",
1121
  "horizon": "latestDecision",
1122
+ "asOf": "2026-08-30",
1123
+ "dataAsOf": "2026-08-28",
1124
  "period": "2025",
1125
  "status": "derived",
1126
  "sourceRef": "dartlab://quant/earnings",
 
1139
  "label": "가격 반응",
1140
  "comparisonKey": "marketReaction",
1141
  "basis": "marketBehavior",
1142
+ "direction": "supportive",
1143
  "horizon": "currentMarket",
1144
+ "asOf": "2026-08-30",
1145
+ "dataAsOf": "2026-08-28",
1146
  "period": "2025",
1147
  "status": "observed",
1148
  "sourceRef": "dartlab://quant/verdict",
 
1152
  "falsifierRefs": [
1153
  "classificationBreak"
1154
  ],
1155
+ "value": 0.5
1156
  }
1157
  ],
1158
  "evidence": [
 
1177
  "kind": "marketReaction",
1178
  "sourceRef": "dartlab://quant/verdict",
1179
  "status": "derived",
1180
+ "observedAt": "2026-08-28",
1181
  "detail": "괴리 판정의 price 입력"
1182
  }
1183
  ],
 
1233
  "version": "1"
1234
  },
1235
  "time": {
1236
+ "asOf": "2026-08-30",
1237
+ "dataAsOf": "2026-08-27",
1238
  "period": null,
1239
+ "knowledgeBoundary": "2026-08-30"
1240
  },
1241
  "status": "partial",
1242
  "conclusion": {
1243
+ "label": "거시 역풍 경로 우세",
1244
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1245
  },
1246
  "confidence": {
1247
  "level": "medium",
 
1252
  {
1253
  "id": "BAMLH0A0HYM2",
1254
  "label": "미국 HY 스프레드",
1255
+ "value": 2.63,
1256
  "unit": "%p",
1257
+ "signal": "falling",
1258
+ "change": -0.040000000000000036,
1259
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1260
  },
1261
  {
1262
  "id": "BASE_RATE",
1263
  "label": "한국 기준금리",
1264
+ "value": 3.0,
1265
  "unit": "%",
1266
+ "signal": "rising",
1267
+ "change": 0.25,
1268
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1269
  },
1270
  {
 
1279
  {
1280
  "id": "DCOILWTICO",
1281
  "label": "WTI",
1282
+ "value": 83.9,
1283
  "unit": "$",
1284
+ "signal": "falling",
1285
+ "change": -2.4399999999999977,
1286
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1287
  }
1288
  ],
1289
+ "claims": [
1290
+ {
1291
+ "id": "macro.companyTransmission",
1292
+ "label": "기업 직접근거 거시 전달경로",
1293
+ "comparisonKey": "macroTransmission",
1294
+ "basis": "macroCompanyEdges",
1295
+ "direction": "adverse",
1296
+ "horizon": "currentCycle",
1297
+ "asOf": "2026-08-30",
1298
+ "dataAsOf": "2026-08-27",
1299
+ "period": null,
1300
+ "status": "derived",
1301
+ "sourceRef": "dartlab://analysis/000080/product/drivers/debtRatio",
1302
+ "evidenceRefs": [
1303
+ "macro.company.analysis.debtRatio",
1304
+ "macro.company.analysis.interestCoverage"
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+ ],
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+ "falsifierRefs": [
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+ "rate-debt-interest.0",
1308
+ "rate-debt-interest.1",
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+ "rate-debt-interest.2"
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+ ]
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+ }
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+ ],
1313
  "evidence": [
1314
  {
1315
  "id": "macro.driver.BAMLH0A0HYM2",
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1318
  "status": "observed",
1319
+ "observedAt": "2026-08-27",
1320
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1321
  },
1322
  {
 
1324
  "kind": "macroObservation",
1325
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1326
  "status": "observed",
1327
+ "observedAt": "2026-08-27",
1328
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1329
  },
1330
  {
 
1340
  "kind": "macroObservation",
1341
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1342
  "status": "observed",
1343
+ "observedAt": "2026-08-25",
1344
  "detail": "WTI 최신 관측과 직전 변화"
1345
  },
1346
  {
landing/lenses/000100.json CHANGED
@@ -20,7 +20,7 @@
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  "version": "1"
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22
  "time": {
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
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  "representative": "2026"
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- "retrievedAt": "2026-08-23"
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  "period": "2026",
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- "knowledgeBoundary": "2026-08-23"
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  },
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  "status": "partial",
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  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "neutral",
139
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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@@ -171,7 +171,7 @@
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  "representative": "2026"
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174
- "retrievedAt": "2026-08-23"
175
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176
  "period": "2025",
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@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
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195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
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  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
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  "representative": "2026"
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229
- "retrievedAt": "2026-08-23"
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  "period": "2026",
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@@ -247,7 +247,7 @@
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  "basis": "companyFundamentals",
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  "direction": "adverse",
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251
  "dataAsOf": {
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253
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@@ -281,7 +281,7 @@
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  "representative": "2026"
282
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284
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285
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286
  "period": "2025",
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  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
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338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
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341
  "period": "2026",
342
  "status": "derived",
@@ -620,13 +620,13 @@
620
  "version": "v4.0"
621
  },
622
  "time": {
623
- "asOf": "2026-08-23",
624
  "dataAsOf": {
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626
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627
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628
  "period": "2025",
629
- "knowledgeBoundary": "2026-08-23"
630
  },
631
  "status": "usable",
632
  "conclusion": {
@@ -688,7 +688,7 @@
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
- "asOf": "2026-08-23",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
@@ -707,7 +707,7 @@
707
  "basis": "creditNarrative",
708
  "direction": "adverse",
709
  "horizon": "latestPeriod",
710
- "asOf": "2026-08-23",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
@@ -726,7 +726,7 @@
726
  "basis": "creditNarrative",
727
  "direction": "adverse",
728
  "horizon": "latestPeriod",
729
- "asOf": "2026-08-23",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
@@ -745,7 +745,7 @@
745
  "basis": "creditNarrative",
746
  "direction": "adverse",
747
  "horizon": "latestPeriod",
748
- "asOf": "2026-08-23",
749
  "dataAsOf": "2025",
750
  "period": "2025",
751
  "status": "derived",
@@ -909,7 +909,7 @@
909
  "pdEstimate": 0.15,
910
  "notchAdjustment": null,
911
  "divergenceExplanation": [
912
- "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과",
913
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
914
  ]
915
  }
@@ -924,14 +924,14 @@
924
  "version": "1"
925
  },
926
  "time": {
927
- "asOf": "2026-08-23",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
- "retrievedAt": "2026-08-23"
932
  },
933
  "period": null,
934
- "knowledgeBoundary": "2026-08-23"
935
  },
936
  "status": "partial",
937
  "conclusion": {
@@ -1051,10 +1051,10 @@
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
- "asOf": "2026-08-23",
1055
- "dataAsOf": "2026-08-21",
1056
  "period": "2025",
1057
- "knowledgeBoundary": "2026-08-23"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
@@ -1097,7 +1097,7 @@
1097
  "basis": "marketBehavior",
1098
  "direction": "supportive",
1099
  "horizon": "latestPeriod",
1100
- "asOf": "2026-08-23",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
@@ -1117,8 +1117,8 @@
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
- "asOf": "2026-08-23",
1121
- "dataAsOf": "2026-08-21",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
@@ -1139,8 +1139,8 @@
1139
  "basis": "marketBehavior",
1140
  "direction": "supportive",
1141
  "horizon": "currentMarket",
1142
- "asOf": "2026-08-23",
1143
- "dataAsOf": "2026-08-21",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
@@ -1175,7 +1175,7 @@
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
- "observedAt": "2026-08-21",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
@@ -1231,15 +1231,15 @@
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
- "asOf": "2026-08-23",
1235
- "dataAsOf": "2026-08-21",
1236
  "period": null,
1237
- "knowledgeBoundary": "2026-08-23"
1238
  },
1239
  "status": "usable",
1240
  "conclusion": {
1241
- "label": "거시 전파 경로 혼재",
1242
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "high",
@@ -1250,30 +1250,53 @@
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
- "value": 2.75,
1254
  "unit": "%p",
1255
- "signal": "rising",
1256
- "change": 0.020000000000000018,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
- "value": 2.75,
1263
  "unit": "%",
1264
- "signal": "flat",
1265
- "change": 0.0,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  }
1268
  ],
1269
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1270
  "evidence": [
1271
  {
1272
  "id": "macro.driver.BAMLH0A0HYM2",
1273
  "kind": "macroObservation",
1274
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1275
  "status": "observed",
1276
- "observedAt": "2026-08-20",
1277
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1278
  },
1279
  {
@@ -1281,7 +1304,7 @@
1281
  "kind": "macroObservation",
1282
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1283
  "status": "observed",
1284
- "observedAt": "2026-08-21",
1285
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1286
  },
1287
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "neutral",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
620
  "version": "v4.0"
621
  },
622
  "time": {
623
+ "asOf": "2026-08-30",
624
  "dataAsOf": {
625
  "latestPeriod": "2025",
626
+ "retrievedAt": "2026-08-30"
627
  },
628
  "period": "2025",
629
+ "knowledgeBoundary": "2026-08-30"
630
  },
631
  "status": "usable",
632
  "conclusion": {
 
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
+ "asOf": "2026-08-30",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
 
707
  "basis": "creditNarrative",
708
  "direction": "adverse",
709
  "horizon": "latestPeriod",
710
+ "asOf": "2026-08-30",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
 
726
  "basis": "creditNarrative",
727
  "direction": "adverse",
728
  "horizon": "latestPeriod",
729
+ "asOf": "2026-08-30",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
 
745
  "basis": "creditNarrative",
746
  "direction": "adverse",
747
  "horizon": "latestPeriod",
748
+ "asOf": "2026-08-30",
749
  "dataAsOf": "2025",
750
  "period": "2025",
751
  "status": "derived",
 
909
  "pdEstimate": 0.15,
910
  "notchAdjustment": null,
911
  "divergenceExplanation": [
912
+ "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과",
913
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
914
  ]
915
  }
 
924
  "version": "1"
925
  },
926
  "time": {
927
+ "asOf": "2026-08-30",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
+ "retrievedAt": "2026-08-30"
932
  },
933
  "period": null,
934
+ "knowledgeBoundary": "2026-08-30"
935
  },
936
  "status": "partial",
937
  "conclusion": {
 
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
+ "asOf": "2026-08-30",
1055
+ "dataAsOf": "2026-08-28",
1056
  "period": "2025",
1057
+ "knowledgeBoundary": "2026-08-30"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
 
1097
  "basis": "marketBehavior",
1098
  "direction": "supportive",
1099
  "horizon": "latestPeriod",
1100
+ "asOf": "2026-08-30",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
 
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
+ "asOf": "2026-08-30",
1121
+ "dataAsOf": "2026-08-28",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
 
1139
  "basis": "marketBehavior",
1140
  "direction": "supportive",
1141
  "horizon": "currentMarket",
1142
+ "asOf": "2026-08-30",
1143
+ "dataAsOf": "2026-08-28",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
 
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
+ "observedAt": "2026-08-28",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
 
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
+ "asOf": "2026-08-30",
1235
+ "dataAsOf": "2026-08-27",
1236
  "period": null,
1237
+ "knowledgeBoundary": "2026-08-30"
1238
  },
1239
  "status": "usable",
1240
  "conclusion": {
1241
+ "label": "거시 역풍 경로 우세",
1242
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "high",
 
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
+ "value": 2.63,
1254
  "unit": "%p",
1255
+ "signal": "falling",
1256
+ "change": -0.040000000000000036,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
+ "value": 3.0,
1263
  "unit": "%",
1264
+ "signal": "rising",
1265
+ "change": 0.25,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  }
1268
  ],
1269
+ "claims": [
1270
+ {
1271
+ "id": "macro.companyTransmission",
1272
+ "label": "기업 직접근거 거시 전달경로",
1273
+ "comparisonKey": "macroTransmission",
1274
+ "basis": "macroCompanyEdges",
1275
+ "direction": "adverse",
1276
+ "horizon": "currentCycle",
1277
+ "asOf": "2026-08-30",
1278
+ "dataAsOf": "2026-08-27",
1279
+ "period": null,
1280
+ "status": "derived",
1281
+ "sourceRef": "dartlab://analysis/000100/product/drivers/debtRatio",
1282
+ "evidenceRefs": [
1283
+ "macro.company.analysis.debtRatio",
1284
+ "macro.company.analysis.interestCoverage"
1285
+ ],
1286
+ "falsifierRefs": [
1287
+ "rate-debt-interest.0",
1288
+ "rate-debt-interest.1",
1289
+ "rate-debt-interest.2"
1290
+ ]
1291
+ }
1292
+ ],
1293
  "evidence": [
1294
  {
1295
  "id": "macro.driver.BAMLH0A0HYM2",
1296
  "kind": "macroObservation",
1297
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1298
  "status": "observed",
1299
+ "observedAt": "2026-08-27",
1300
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1301
  },
1302
  {
 
1304
  "kind": "macroObservation",
1305
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1306
  "status": "observed",
1307
+ "observedAt": "2026-08-27",
1308
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1309
  },
1310
  {
landing/lenses/000110.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
- "retrievedAt": "2026-08-23"
42
  },
43
  "period": "2026",
44
- "knowledgeBoundary": "2026-08-23"
45
  },
46
  "status": "partial",
47
  "conclusion": {
@@ -234,13 +234,13 @@
234
  "version": "v4.0"
235
  },
236
  "time": {
237
- "asOf": "2026-08-23",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
- "retrievedAt": "2026-08-23"
241
  },
242
  "period": "2026",
243
- "knowledgeBoundary": "2026-08-23"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
@@ -399,14 +399,14 @@
399
  "version": "1"
400
  },
401
  "time": {
402
- "asOf": "2026-08-23",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
405
  "financialPeriod": null,
406
- "retrievedAt": "2026-08-23"
407
  },
408
  "period": null,
409
- "knowledgeBoundary": "2026-08-23"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
@@ -521,15 +521,15 @@
521
  "version": "1"
522
  },
523
  "time": {
524
- "asOf": "2026-08-23",
525
- "dataAsOf": "2026-08-21",
526
  "period": null,
527
- "knowledgeBoundary": "2026-08-23"
528
  },
529
  "status": "partial",
530
  "conclusion": {
531
- "label": "거시 전파 경로 혼재",
532
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
533
  },
534
  "confidence": {
535
  "level": "medium",
@@ -540,19 +540,19 @@
540
  {
541
  "id": "BAMLH0A0HYM2",
542
  "label": "미국 HY 스프레드",
543
- "value": 2.75,
544
  "unit": "%p",
545
- "signal": "rising",
546
- "change": 0.020000000000000018,
547
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
548
  },
549
  {
550
  "id": "BASE_RATE",
551
  "label": "한국 기준금리",
552
- "value": 2.75,
553
  "unit": "%",
554
- "signal": "flat",
555
- "change": 0.0,
556
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
557
  },
558
  {
@@ -567,10 +567,10 @@
567
  {
568
  "id": "DCOILWTICO",
569
  "label": "WTI",
570
- "value": 86.48,
571
  "unit": "$",
572
- "signal": "rising",
573
- "change": 0.4399999999999977,
574
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
575
  },
576
  {
@@ -585,10 +585,10 @@
585
  {
586
  "id": "USDKRW",
587
  "label": "원/달러",
588
- "value": 1386.5,
589
  "unit": "원",
590
  "signal": "falling",
591
- "change": -6.099999999999909,
592
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
593
  }
594
  ],
@@ -599,7 +599,7 @@
599
  "kind": "macroObservation",
600
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
601
  "status": "observed",
602
- "observedAt": "2026-08-20",
603
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
604
  },
605
  {
@@ -607,7 +607,7 @@
607
  "kind": "macroObservation",
608
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
609
  "status": "observed",
610
- "observedAt": "2026-08-21",
611
  "detail": "한국 기준금리 최신 관측과 직전 변화"
612
  },
613
  {
@@ -623,7 +623,7 @@
623
  "kind": "macroObservation",
624
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
625
  "status": "observed",
626
- "observedAt": "2026-08-18",
627
  "detail": "WTI 최신 관측과 직전 변화"
628
  },
629
  {
@@ -639,7 +639,7 @@
639
  "kind": "macroObservation",
640
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
641
  "status": "observed",
642
- "observedAt": "2026-08-21",
643
  "detail": "원/달러 최신 관측과 직전 변화"
644
  },
645
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
 
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
+ "retrievedAt": "2026-08-30"
42
  },
43
  "period": "2026",
44
+ "knowledgeBoundary": "2026-08-30"
45
  },
46
  "status": "partial",
47
  "conclusion": {
 
234
  "version": "v4.0"
235
  },
236
  "time": {
237
+ "asOf": "2026-08-30",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
+ "retrievedAt": "2026-08-30"
241
  },
242
  "period": "2026",
243
+ "knowledgeBoundary": "2026-08-30"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
 
399
  "version": "1"
400
  },
401
  "time": {
402
+ "asOf": "2026-08-30",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
405
  "financialPeriod": null,
406
+ "retrievedAt": "2026-08-30"
407
  },
408
  "period": null,
409
+ "knowledgeBoundary": "2026-08-30"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
 
521
  "version": "1"
522
  },
523
  "time": {
524
+ "asOf": "2026-08-30",
525
+ "dataAsOf": "2026-08-28",
526
  "period": null,
527
+ "knowledgeBoundary": "2026-08-30"
528
  },
529
  "status": "partial",
530
  "conclusion": {
531
+ "label": "거시 역풍 경로 우세",
532
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
533
  },
534
  "confidence": {
535
  "level": "medium",
 
540
  {
541
  "id": "BAMLH0A0HYM2",
542
  "label": "미국 HY 스프레드",
543
+ "value": 2.63,
544
  "unit": "%p",
545
+ "signal": "falling",
546
+ "change": -0.040000000000000036,
547
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
548
  },
549
  {
550
  "id": "BASE_RATE",
551
  "label": "한국 기준금리",
552
+ "value": 3.0,
553
  "unit": "%",
554
+ "signal": "rising",
555
+ "change": 0.25,
556
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
557
  },
558
  {
 
567
  {
568
  "id": "DCOILWTICO",
569
  "label": "WTI",
570
+ "value": 83.9,
571
  "unit": "$",
572
+ "signal": "falling",
573
+ "change": -2.4399999999999977,
574
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
575
  },
576
  {
 
585
  {
586
  "id": "USDKRW",
587
  "label": "원/달러",
588
+ "value": 1372.5,
589
  "unit": "원",
590
  "signal": "falling",
591
+ "change": -8.400000000000091,
592
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
593
  }
594
  ],
 
599
  "kind": "macroObservation",
600
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
601
  "status": "observed",
602
+ "observedAt": "2026-08-27",
603
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
604
  },
605
  {
 
607
  "kind": "macroObservation",
608
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
609
  "status": "observed",
610
+ "observedAt": "2026-08-27",
611
  "detail": "한국 기준금리 최신 관측과 직전 변화"
612
  },
613
  {
 
623
  "kind": "macroObservation",
624
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
625
  "status": "observed",
626
+ "observedAt": "2026-08-25",
627
  "detail": "WTI 최신 관측과 직전 변화"
628
  },
629
  {
 
639
  "kind": "macroObservation",
640
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
641
  "status": "observed",
642
+ "observedAt": "2026-08-28",
643
  "detail": "원/달러 최신 관측과 직전 변화"
644
  },
645
  {
landing/lenses/000120.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -620,13 +620,13 @@
620
  "version": "v4.0"
621
  },
622
  "time": {
623
- "asOf": "2026-08-23",
624
  "dataAsOf": {
625
  "latestPeriod": "2025",
626
- "retrievedAt": "2026-08-23"
627
  },
628
  "period": "2025",
629
- "knowledgeBoundary": "2026-08-23"
630
  },
631
  "status": "usable",
632
  "conclusion": {
@@ -688,7 +688,7 @@
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
- "asOf": "2026-08-23",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
@@ -707,7 +707,7 @@
707
  "basis": "creditNarrative",
708
  "direction": "adverse",
709
  "horizon": "latestPeriod",
710
- "asOf": "2026-08-23",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
@@ -726,7 +726,7 @@
726
  "basis": "creditNarrative",
727
  "direction": "supportive",
728
  "horizon": "latestPeriod",
729
- "asOf": "2026-08-23",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
@@ -745,7 +745,7 @@
745
  "basis": "creditNarrative",
746
  "direction": "adverse",
747
  "horizon": "latestPeriod",
748
- "asOf": "2026-08-23",
749
  "dataAsOf": "2025",
750
  "period": "2025",
751
  "status": "derived",
@@ -921,7 +921,7 @@
921
  },
922
  "divergenceExplanation": [
923
  "유동성 축이 55점으로 등급 하방 압력",
924
- "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과",
925
  "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함",
926
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
927
  ]
@@ -937,14 +937,14 @@
937
  "version": "1"
938
  },
939
  "time": {
940
- "asOf": "2026-08-23",
941
  "dataAsOf": {
942
  "mappingUpdatedAt": null,
943
  "financialPeriod": null,
944
- "retrievedAt": "2026-08-23"
945
  },
946
  "period": null,
947
- "knowledgeBoundary": "2026-08-23"
948
  },
949
  "status": "blocked",
950
  "conclusion": {
@@ -1059,10 +1059,10 @@
1059
  "version": "1"
1060
  },
1061
  "time": {
1062
- "asOf": "2026-08-23",
1063
- "dataAsOf": "2026-08-21",
1064
  "period": "2025",
1065
- "knowledgeBoundary": "2026-08-23"
1066
  },
1067
  "status": "usable",
1068
  "conclusion": {
@@ -1105,7 +1105,7 @@
1105
  "basis": "marketBehavior",
1106
  "direction": "supportive",
1107
  "horizon": "latestPeriod",
1108
- "asOf": "2026-08-23",
1109
  "dataAsOf": "2025",
1110
  "period": "2025",
1111
  "status": "observed",
@@ -1125,8 +1125,8 @@
1125
  "basis": "marketBehavior",
1126
  "direction": "unknown",
1127
  "horizon": "latestDecision",
1128
- "asOf": "2026-08-23",
1129
- "dataAsOf": "2026-08-21",
1130
  "period": "2025",
1131
  "status": "derived",
1132
  "sourceRef": "dartlab://quant/earnings",
@@ -1147,8 +1147,8 @@
1147
  "basis": "marketBehavior",
1148
  "direction": "adverse",
1149
  "horizon": "currentMarket",
1150
- "asOf": "2026-08-23",
1151
- "dataAsOf": "2026-08-21",
1152
  "period": "2025",
1153
  "status": "observed",
1154
  "sourceRef": "dartlab://quant/verdict",
@@ -1183,7 +1183,7 @@
1183
  "kind": "marketReaction",
1184
  "sourceRef": "dartlab://quant/verdict",
1185
  "status": "derived",
1186
- "observedAt": "2026-08-21",
1187
  "detail": "괴리 판정의 price 입력"
1188
  }
1189
  ],
@@ -1239,15 +1239,15 @@
1239
  "version": "1"
1240
  },
1241
  "time": {
1242
- "asOf": "2026-08-23",
1243
- "dataAsOf": "2026-08-21",
1244
  "period": null,
1245
- "knowledgeBoundary": "2026-08-23"
1246
  },
1247
  "status": "partial",
1248
  "conclusion": {
1249
- "label": "거시 전파 경로 혼재",
1250
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1251
  },
1252
  "confidence": {
1253
  "level": "medium",
@@ -1258,19 +1258,19 @@
1258
  {
1259
  "id": "BAMLH0A0HYM2",
1260
  "label": "미국 HY 스프레드",
1261
- "value": 2.75,
1262
  "unit": "%p",
1263
- "signal": "rising",
1264
- "change": 0.020000000000000018,
1265
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1266
  },
1267
  {
1268
  "id": "BASE_RATE",
1269
  "label": "한국 기준금리",
1270
- "value": 2.75,
1271
  "unit": "%",
1272
- "signal": "flat",
1273
- "change": 0.0,
1274
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1275
  },
1276
  {
@@ -1285,10 +1285,10 @@
1285
  {
1286
  "id": "DCOILWTICO",
1287
  "label": "WTI",
1288
- "value": 86.48,
1289
  "unit": "$",
1290
- "signal": "rising",
1291
- "change": 0.4399999999999977,
1292
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1293
  },
1294
  {
@@ -1303,21 +1303,44 @@
1303
  {
1304
  "id": "USDKRW",
1305
  "label": "원/달러",
1306
- "value": 1386.5,
1307
  "unit": "원",
1308
  "signal": "falling",
1309
- "change": -6.099999999999909,
1310
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1311
  }
1312
  ],
1313
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1314
  "evidence": [
1315
  {
1316
  "id": "macro.driver.BAMLH0A0HYM2",
1317
  "kind": "macroObservation",
1318
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1319
  "status": "observed",
1320
- "observedAt": "2026-08-20",
1321
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1322
  },
1323
  {
@@ -1325,7 +1348,7 @@
1325
  "kind": "macroObservation",
1326
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1327
  "status": "observed",
1328
- "observedAt": "2026-08-21",
1329
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1330
  },
1331
  {
@@ -1341,7 +1364,7 @@
1341
  "kind": "macroObservation",
1342
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1343
  "status": "observed",
1344
- "observedAt": "2026-08-18",
1345
  "detail": "WTI 최신 관측과 직전 변화"
1346
  },
1347
  {
@@ -1357,7 +1380,7 @@
1357
  "kind": "macroObservation",
1358
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1359
  "status": "observed",
1360
- "observedAt": "2026-08-21",
1361
  "detail": "원/달러 최신 관측과 직전 변화"
1362
  },
1363
  {
@@ -1681,7 +1704,7 @@
1681
  "patternId": "fundamentalPriceDivergence",
1682
  "kind": "divergence",
1683
  "status": "active",
1684
- "asOf": "2026-08-23",
1685
  "headline": {
1686
  "kr": "펀더멘털과 가격 반응이 갈립니다",
1687
  "en": "Fundamentals and price reaction diverge"
@@ -1703,7 +1726,7 @@
1703
  "basis": "marketBehavior",
1704
  "direction": "supportive",
1705
  "horizon": "latestPeriod",
1706
- "asOf": "2026-08-23",
1707
  "dataAsOf": "2025",
1708
  "period": "2025",
1709
  "status": "observed",
@@ -1721,8 +1744,8 @@
1721
  "basis": "marketBehavior",
1722
  "direction": "adverse",
1723
  "horizon": "currentMarket",
1724
- "asOf": "2026-08-23",
1725
- "dataAsOf": "2026-08-21",
1726
  "period": "2025",
1727
  "status": "observed",
1728
  "sourceRef": "dartlab://quant/verdict",
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
620
  "version": "v4.0"
621
  },
622
  "time": {
623
+ "asOf": "2026-08-30",
624
  "dataAsOf": {
625
  "latestPeriod": "2025",
626
+ "retrievedAt": "2026-08-30"
627
  },
628
  "period": "2025",
629
+ "knowledgeBoundary": "2026-08-30"
630
  },
631
  "status": "usable",
632
  "conclusion": {
 
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
+ "asOf": "2026-08-30",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
 
707
  "basis": "creditNarrative",
708
  "direction": "adverse",
709
  "horizon": "latestPeriod",
710
+ "asOf": "2026-08-30",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
 
726
  "basis": "creditNarrative",
727
  "direction": "supportive",
728
  "horizon": "latestPeriod",
729
+ "asOf": "2026-08-30",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
 
745
  "basis": "creditNarrative",
746
  "direction": "adverse",
747
  "horizon": "latestPeriod",
748
+ "asOf": "2026-08-30",
749
  "dataAsOf": "2025",
750
  "period": "2025",
751
  "status": "derived",
 
921
  },
922
  "divergenceExplanation": [
923
  "유동성 축이 55점으로 등급 하방 압력",
924
+ "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과",
925
  "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함",
926
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
927
  ]
 
937
  "version": "1"
938
  },
939
  "time": {
940
+ "asOf": "2026-08-30",
941
  "dataAsOf": {
942
  "mappingUpdatedAt": null,
943
  "financialPeriod": null,
944
+ "retrievedAt": "2026-08-30"
945
  },
946
  "period": null,
947
+ "knowledgeBoundary": "2026-08-30"
948
  },
949
  "status": "blocked",
950
  "conclusion": {
 
1059
  "version": "1"
1060
  },
1061
  "time": {
1062
+ "asOf": "2026-08-30",
1063
+ "dataAsOf": "2026-08-28",
1064
  "period": "2025",
1065
+ "knowledgeBoundary": "2026-08-30"
1066
  },
1067
  "status": "usable",
1068
  "conclusion": {
 
1105
  "basis": "marketBehavior",
1106
  "direction": "supportive",
1107
  "horizon": "latestPeriod",
1108
+ "asOf": "2026-08-30",
1109
  "dataAsOf": "2025",
1110
  "period": "2025",
1111
  "status": "observed",
 
1125
  "basis": "marketBehavior",
1126
  "direction": "unknown",
1127
  "horizon": "latestDecision",
1128
+ "asOf": "2026-08-30",
1129
+ "dataAsOf": "2026-08-28",
1130
  "period": "2025",
1131
  "status": "derived",
1132
  "sourceRef": "dartlab://quant/earnings",
 
1147
  "basis": "marketBehavior",
1148
  "direction": "adverse",
1149
  "horizon": "currentMarket",
1150
+ "asOf": "2026-08-30",
1151
+ "dataAsOf": "2026-08-28",
1152
  "period": "2025",
1153
  "status": "observed",
1154
  "sourceRef": "dartlab://quant/verdict",
 
1183
  "kind": "marketReaction",
1184
  "sourceRef": "dartlab://quant/verdict",
1185
  "status": "derived",
1186
+ "observedAt": "2026-08-28",
1187
  "detail": "괴리 판정의 price 입력"
1188
  }
1189
  ],
 
1239
  "version": "1"
1240
  },
1241
  "time": {
1242
+ "asOf": "2026-08-30",
1243
+ "dataAsOf": "2026-08-28",
1244
  "period": null,
1245
+ "knowledgeBoundary": "2026-08-30"
1246
  },
1247
  "status": "partial",
1248
  "conclusion": {
1249
+ "label": "거시 역풍 경로 우세",
1250
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1251
  },
1252
  "confidence": {
1253
  "level": "medium",
 
1258
  {
1259
  "id": "BAMLH0A0HYM2",
1260
  "label": "미국 HY 스프레드",
1261
+ "value": 2.63,
1262
  "unit": "%p",
1263
+ "signal": "falling",
1264
+ "change": -0.040000000000000036,
1265
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1266
  },
1267
  {
1268
  "id": "BASE_RATE",
1269
  "label": "한국 기준금리",
1270
+ "value": 3.0,
1271
  "unit": "%",
1272
+ "signal": "rising",
1273
+ "change": 0.25,
1274
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1275
  },
1276
  {
 
1285
  {
1286
  "id": "DCOILWTICO",
1287
  "label": "WTI",
1288
+ "value": 83.9,
1289
  "unit": "$",
1290
+ "signal": "falling",
1291
+ "change": -2.4399999999999977,
1292
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1293
  },
1294
  {
 
1303
  {
1304
  "id": "USDKRW",
1305
  "label": "원/달러",
1306
+ "value": 1372.5,
1307
  "unit": "원",
1308
  "signal": "falling",
1309
+ "change": -8.400000000000091,
1310
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1311
  }
1312
  ],
1313
+ "claims": [
1314
+ {
1315
+ "id": "macro.companyTransmission",
1316
+ "label": "기업 직접근거 거시 전달경로",
1317
+ "comparisonKey": "macroTransmission",
1318
+ "basis": "macroCompanyEdges",
1319
+ "direction": "adverse",
1320
+ "horizon": "currentCycle",
1321
+ "asOf": "2026-08-30",
1322
+ "dataAsOf": "2026-08-28",
1323
+ "period": null,
1324
+ "status": "derived",
1325
+ "sourceRef": "dartlab://analysis/000120/product/drivers/debtRatio",
1326
+ "evidenceRefs": [
1327
+ "macro.company.analysis.debtRatio",
1328
+ "macro.company.analysis.interestCoverage"
1329
+ ],
1330
+ "falsifierRefs": [
1331
+ "rate-debt-interest.0",
1332
+ "rate-debt-interest.1",
1333
+ "rate-debt-interest.2"
1334
+ ]
1335
+ }
1336
+ ],
1337
  "evidence": [
1338
  {
1339
  "id": "macro.driver.BAMLH0A0HYM2",
1340
  "kind": "macroObservation",
1341
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1342
  "status": "observed",
1343
+ "observedAt": "2026-08-27",
1344
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1345
  },
1346
  {
 
1348
  "kind": "macroObservation",
1349
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1350
  "status": "observed",
1351
+ "observedAt": "2026-08-27",
1352
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1353
  },
1354
  {
 
1364
  "kind": "macroObservation",
1365
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1366
  "status": "observed",
1367
+ "observedAt": "2026-08-25",
1368
  "detail": "WTI 최신 관측과 직전 변화"
1369
  },
1370
  {
 
1380
  "kind": "macroObservation",
1381
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1382
  "status": "observed",
1383
+ "observedAt": "2026-08-28",
1384
  "detail": "원/달러 최신 관측과 직전 변화"
1385
  },
1386
  {
 
1704
  "patternId": "fundamentalPriceDivergence",
1705
  "kind": "divergence",
1706
  "status": "active",
1707
+ "asOf": "2026-08-30",
1708
  "headline": {
1709
  "kr": "펀더멘털과 가격 반응이 갈립니다",
1710
  "en": "Fundamentals and price reaction diverge"
 
1726
  "basis": "marketBehavior",
1727
  "direction": "supportive",
1728
  "horizon": "latestPeriod",
1729
+ "asOf": "2026-08-30",
1730
  "dataAsOf": "2025",
1731
  "period": "2025",
1732
  "status": "observed",
 
1744
  "basis": "marketBehavior",
1745
  "direction": "adverse",
1746
  "horizon": "currentMarket",
1747
+ "asOf": "2026-08-30",
1748
+ "dataAsOf": "2026-08-28",
1749
  "period": "2025",
1750
  "status": "observed",
1751
  "sourceRef": "dartlab://quant/verdict",
landing/lenses/000140.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
- "retrievedAt": "2026-08-23"
60
  },
61
  "period": "2026",
62
- "knowledgeBoundary": "2026-08-23"
63
  },
64
  "status": "partial",
65
  "conclusion": {
@@ -139,7 +139,7 @@
139
  "basis": "companyFundamentals",
140
  "direction": "supportive",
141
  "horizon": "latestPeriod",
142
- "asOf": "2026-08-23",
143
  "dataAsOf": {
144
  "latestPeriod": "2026",
145
  "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
- "retrievedAt": "2026-08-23"
179
  },
180
  "period": "2024",
181
  "status": "derived",
@@ -196,7 +196,7 @@
196
  "basis": "companyFundamentals",
197
  "direction": "neutral",
198
  "horizon": "multiYear",
199
- "asOf": "2026-08-23",
200
  "dataAsOf": {
201
  "latestPeriod": "2026",
202
  "earliestPeriod": "2016",
@@ -232,7 +232,7 @@
232
  "representative": "2026"
233
  },
234
  "mixedPeriods": false,
235
- "retrievedAt": "2026-08-23"
236
  },
237
  "period": "2026",
238
  "status": "derived",
@@ -253,7 +253,7 @@
253
  "basis": "companyFundamentals",
254
  "direction": "neutral",
255
  "horizon": "latestPeriod",
256
- "asOf": "2026-08-23",
257
  "dataAsOf": {
258
  "latestPeriod": "2026",
259
  "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
289
  "representative": "2026"
290
  },
291
  "mixedPeriods": false,
292
- "retrievedAt": "2026-08-23"
293
  },
294
  "period": "2024",
295
  "status": "derived",
@@ -310,7 +310,7 @@
310
  "basis": "companyFundamentals",
311
  "direction": "neutral",
312
  "horizon": "multiYear",
313
- "asOf": "2026-08-23",
314
  "dataAsOf": {
315
  "latestPeriod": "2026",
316
  "earliestPeriod": "2016",
@@ -346,7 +346,7 @@
346
  "representative": "2026"
347
  },
348
  "mixedPeriods": false,
349
- "retrievedAt": "2026-08-23"
350
  },
351
  "period": "2026",
352
  "status": "derived",
@@ -628,13 +628,13 @@
628
  "version": "v4.0"
629
  },
630
  "time": {
631
- "asOf": "2026-08-23",
632
  "dataAsOf": {
633
  "latestPeriod": "2025",
634
- "retrievedAt": "2026-08-23"
635
  },
636
  "period": "2025",
637
- "knowledgeBoundary": "2026-08-23"
638
  },
639
  "status": "blocked",
640
  "conclusion": {
@@ -847,14 +847,14 @@
847
  "version": "1"
848
  },
849
  "time": {
850
- "asOf": "2026-08-23",
851
  "dataAsOf": {
852
  "mappingUpdatedAt": null,
853
  "financialPeriod": null,
854
- "retrievedAt": "2026-08-23"
855
  },
856
  "period": null,
857
- "knowledgeBoundary": "2026-08-23"
858
  },
859
  "status": "blocked",
860
  "conclusion": {
@@ -969,15 +969,15 @@
969
  "version": "1"
970
  },
971
  "time": {
972
- "asOf": "2026-08-23",
973
- "dataAsOf": "2026-08-21",
974
  "period": "2023",
975
- "knowledgeBoundary": "2026-08-23"
976
  },
977
  "status": "usable",
978
  "conclusion": {
979
- "label": "실적 악화 가격 반영",
980
- "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다."
981
  },
982
  "confidence": {
983
  "level": "high",
@@ -1002,8 +1002,8 @@
1002
  {
1003
  "id": "price",
1004
  "label": "가격 반응",
1005
- "score": -0.5,
1006
- "direction": "negative",
1007
  "sourceRef": "price.score"
1008
  }
1009
  ],
@@ -1015,7 +1015,7 @@
1015
  "basis": "marketBehavior",
1016
  "direction": "adverse",
1017
  "horizon": "latestPeriod",
1018
- "asOf": "2026-08-23",
1019
  "dataAsOf": "2023",
1020
  "period": "2023",
1021
  "status": "observed",
@@ -1035,8 +1035,8 @@
1035
  "basis": "marketBehavior",
1036
  "direction": "unknown",
1037
  "horizon": "latestDecision",
1038
- "asOf": "2026-08-23",
1039
- "dataAsOf": "2026-08-21",
1040
  "period": "2023",
1041
  "status": "derived",
1042
  "sourceRef": "dartlab://quant/earnings",
@@ -1048,17 +1048,17 @@
1048
  "falsifierRefs": [
1049
  "classificationBreak"
1050
  ],
1051
- "relation": "deteriorationPriced"
1052
  },
1053
  {
1054
  "id": "quant.priceReaction",
1055
  "label": "가격 반응",
1056
  "comparisonKey": "marketReaction",
1057
  "basis": "marketBehavior",
1058
- "direction": "adverse",
1059
  "horizon": "currentMarket",
1060
- "asOf": "2026-08-23",
1061
- "dataAsOf": "2026-08-21",
1062
  "period": "2023",
1063
  "status": "observed",
1064
  "sourceRef": "dartlab://quant/verdict",
@@ -1068,7 +1068,7 @@
1068
  "falsifierRefs": [
1069
  "classificationBreak"
1070
  ],
1071
- "value": -0.5
1072
  }
1073
  ],
1074
  "evidence": [
@@ -1093,7 +1093,7 @@
1093
  "kind": "marketReaction",
1094
  "sourceRef": "dartlab://quant/verdict",
1095
  "status": "derived",
1096
- "observedAt": "2026-08-21",
1097
  "detail": "괴리 판정의 price 입력"
1098
  }
1099
  ],
@@ -1127,7 +1127,7 @@
1127
  "falsifiers": [
1128
  {
1129
  "id": "classificationBreak",
1130
- "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함"
1131
  }
1132
  ],
1133
  "payload": {
@@ -1136,7 +1136,7 @@
1136
  "expectation",
1137
  "price"
1138
  ],
1139
- "classification": "deteriorationPriced"
1140
  }
1141
  },
1142
  "macro": {
@@ -1149,15 +1149,15 @@
1149
  "version": "1"
1150
  },
1151
  "time": {
1152
- "asOf": "2026-08-23",
1153
- "dataAsOf": "2026-08-21",
1154
  "period": null,
1155
- "knowledgeBoundary": "2026-08-23"
1156
  },
1157
  "status": "partial",
1158
  "conclusion": {
1159
- "label": "거시 전파 경로 혼재",
1160
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1161
  },
1162
  "confidence": {
1163
  "level": "medium",
@@ -1168,19 +1168,19 @@
1168
  {
1169
  "id": "BAMLH0A0HYM2",
1170
  "label": "미국 HY 스프레드",
1171
- "value": 2.75,
1172
  "unit": "%p",
1173
- "signal": "rising",
1174
- "change": 0.020000000000000018,
1175
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1176
  },
1177
  {
1178
  "id": "BASE_RATE",
1179
  "label": "한국 기준금리",
1180
- "value": 2.75,
1181
  "unit": "%",
1182
- "signal": "flat",
1183
- "change": 0.0,
1184
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1185
  },
1186
  {
@@ -1195,10 +1195,10 @@
1195
  {
1196
  "id": "DCOILWTICO",
1197
  "label": "WTI",
1198
- "value": 86.48,
1199
  "unit": "$",
1200
- "signal": "rising",
1201
- "change": 0.4399999999999977,
1202
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1203
  },
1204
  {
@@ -1213,21 +1213,44 @@
1213
  {
1214
  "id": "USDKRW",
1215
  "label": "원/달러",
1216
- "value": 1386.5,
1217
  "unit": "원",
1218
  "signal": "falling",
1219
- "change": -6.099999999999909,
1220
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1221
  }
1222
  ],
1223
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1224
  "evidence": [
1225
  {
1226
  "id": "macro.driver.BAMLH0A0HYM2",
1227
  "kind": "macroObservation",
1228
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1229
  "status": "observed",
1230
- "observedAt": "2026-08-20",
1231
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1232
  },
1233
  {
@@ -1235,7 +1258,7 @@
1235
  "kind": "macroObservation",
1236
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1237
  "status": "observed",
1238
- "observedAt": "2026-08-21",
1239
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1240
  },
1241
  {
@@ -1251,7 +1274,7 @@
1251
  "kind": "macroObservation",
1252
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1253
  "status": "observed",
1254
- "observedAt": "2026-08-18",
1255
  "detail": "WTI 최신 관측과 직전 변화"
1256
  },
1257
  {
@@ -1267,7 +1290,7 @@
1267
  "kind": "macroObservation",
1268
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1269
  "status": "observed",
1270
- "observedAt": "2026-08-21",
1271
  "detail": "원/달러 최신 관측과 직전 변화"
1272
  },
1273
  {
@@ -1597,12 +1620,88 @@
1597
  "noComposite": true,
1598
  "tensions": {
1599
  "schemaVersion": 1,
1600
- "items": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1601
  "evaluations": [
1602
  {
1603
  "patternId": "fundamentalPriceDivergence",
1604
- "status": "clear",
1605
- "reason": "aligned"
1606
  },
1607
  {
1608
  "patternId": "earningsCashDivergence",
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
 
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
+ "retrievedAt": "2026-08-30"
60
  },
61
  "period": "2026",
62
+ "knowledgeBoundary": "2026-08-30"
63
  },
64
  "status": "partial",
65
  "conclusion": {
 
139
  "basis": "companyFundamentals",
140
  "direction": "supportive",
141
  "horizon": "latestPeriod",
142
+ "asOf": "2026-08-30",
143
  "dataAsOf": {
144
  "latestPeriod": "2026",
145
  "earliestPeriod": "2016",
 
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
+ "retrievedAt": "2026-08-30"
179
  },
180
  "period": "2024",
181
  "status": "derived",
 
196
  "basis": "companyFundamentals",
197
  "direction": "neutral",
198
  "horizon": "multiYear",
199
+ "asOf": "2026-08-30",
200
  "dataAsOf": {
201
  "latestPeriod": "2026",
202
  "earliestPeriod": "2016",
 
232
  "representative": "2026"
233
  },
234
  "mixedPeriods": false,
235
+ "retrievedAt": "2026-08-30"
236
  },
237
  "period": "2026",
238
  "status": "derived",
 
253
  "basis": "companyFundamentals",
254
  "direction": "neutral",
255
  "horizon": "latestPeriod",
256
+ "asOf": "2026-08-30",
257
  "dataAsOf": {
258
  "latestPeriod": "2026",
259
  "earliestPeriod": "2016",
 
289
  "representative": "2026"
290
  },
291
  "mixedPeriods": false,
292
+ "retrievedAt": "2026-08-30"
293
  },
294
  "period": "2024",
295
  "status": "derived",
 
310
  "basis": "companyFundamentals",
311
  "direction": "neutral",
312
  "horizon": "multiYear",
313
+ "asOf": "2026-08-30",
314
  "dataAsOf": {
315
  "latestPeriod": "2026",
316
  "earliestPeriod": "2016",
 
346
  "representative": "2026"
347
  },
348
  "mixedPeriods": false,
349
+ "retrievedAt": "2026-08-30"
350
  },
351
  "period": "2026",
352
  "status": "derived",
 
628
  "version": "v4.0"
629
  },
630
  "time": {
631
+ "asOf": "2026-08-30",
632
  "dataAsOf": {
633
  "latestPeriod": "2025",
634
+ "retrievedAt": "2026-08-30"
635
  },
636
  "period": "2025",
637
+ "knowledgeBoundary": "2026-08-30"
638
  },
639
  "status": "blocked",
640
  "conclusion": {
 
847
  "version": "1"
848
  },
849
  "time": {
850
+ "asOf": "2026-08-30",
851
  "dataAsOf": {
852
  "mappingUpdatedAt": null,
853
  "financialPeriod": null,
854
+ "retrievedAt": "2026-08-30"
855
  },
856
  "period": null,
857
+ "knowledgeBoundary": "2026-08-30"
858
  },
859
  "status": "blocked",
860
  "conclusion": {
 
969
  "version": "1"
970
  },
971
  "time": {
972
+ "asOf": "2026-08-30",
973
+ "dataAsOf": "2026-08-28",
974
  "period": "2023",
975
+ "knowledgeBoundary": "2026-08-30"
976
  },
977
  "status": "usable",
978
  "conclusion": {
979
+ "label": "가격 기대 과열 가능성",
980
+ "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다."
981
  },
982
  "confidence": {
983
  "level": "high",
 
1002
  {
1003
  "id": "price",
1004
  "label": "가격 반응",
1005
+ "score": 0.5,
1006
+ "direction": "positive",
1007
  "sourceRef": "price.score"
1008
  }
1009
  ],
 
1015
  "basis": "marketBehavior",
1016
  "direction": "adverse",
1017
  "horizon": "latestPeriod",
1018
+ "asOf": "2026-08-30",
1019
  "dataAsOf": "2023",
1020
  "period": "2023",
1021
  "status": "observed",
 
1035
  "basis": "marketBehavior",
1036
  "direction": "unknown",
1037
  "horizon": "latestDecision",
1038
+ "asOf": "2026-08-30",
1039
+ "dataAsOf": "2026-08-28",
1040
  "period": "2023",
1041
  "status": "derived",
1042
  "sourceRef": "dartlab://quant/earnings",
 
1048
  "falsifierRefs": [
1049
  "classificationBreak"
1050
  ],
1051
+ "relation": "overOptimism"
1052
  },
1053
  {
1054
  "id": "quant.priceReaction",
1055
  "label": "가격 반응",
1056
  "comparisonKey": "marketReaction",
1057
  "basis": "marketBehavior",
1058
+ "direction": "supportive",
1059
  "horizon": "currentMarket",
1060
+ "asOf": "2026-08-30",
1061
+ "dataAsOf": "2026-08-28",
1062
  "period": "2023",
1063
  "status": "observed",
1064
  "sourceRef": "dartlab://quant/verdict",
 
1068
  "falsifierRefs": [
1069
  "classificationBreak"
1070
  ],
1071
+ "value": 0.5
1072
  }
1073
  ],
1074
  "evidence": [
 
1093
  "kind": "marketReaction",
1094
  "sourceRef": "dartlab://quant/verdict",
1095
  "status": "derived",
1096
+ "observedAt": "2026-08-28",
1097
  "detail": "괴리 판정의 price 입력"
1098
  }
1099
  ],
 
1127
  "falsifiers": [
1128
  {
1129
  "id": "classificationBreak",
1130
+ "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
1131
  }
1132
  ],
1133
  "payload": {
 
1136
  "expectation",
1137
  "price"
1138
  ],
1139
+ "classification": "overOptimism"
1140
  }
1141
  },
1142
  "macro": {
 
1149
  "version": "1"
1150
  },
1151
  "time": {
1152
+ "asOf": "2026-08-30",
1153
+ "dataAsOf": "2026-08-28",
1154
  "period": null,
1155
+ "knowledgeBoundary": "2026-08-30"
1156
  },
1157
  "status": "partial",
1158
  "conclusion": {
1159
+ "label": "거시 역풍 경로 우세",
1160
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1161
  },
1162
  "confidence": {
1163
  "level": "medium",
 
1168
  {
1169
  "id": "BAMLH0A0HYM2",
1170
  "label": "미국 HY 스프레드",
1171
+ "value": 2.63,
1172
  "unit": "%p",
1173
+ "signal": "falling",
1174
+ "change": -0.040000000000000036,
1175
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1176
  },
1177
  {
1178
  "id": "BASE_RATE",
1179
  "label": "한국 기준금리",
1180
+ "value": 3.0,
1181
  "unit": "%",
1182
+ "signal": "rising",
1183
+ "change": 0.25,
1184
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1185
  },
1186
  {
 
1195
  {
1196
  "id": "DCOILWTICO",
1197
  "label": "WTI",
1198
+ "value": 83.9,
1199
  "unit": "$",
1200
+ "signal": "falling",
1201
+ "change": -2.4399999999999977,
1202
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1203
  },
1204
  {
 
1213
  {
1214
  "id": "USDKRW",
1215
  "label": "원/달러",
1216
+ "value": 1372.5,
1217
  "unit": "원",
1218
  "signal": "falling",
1219
+ "change": -8.400000000000091,
1220
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1221
  }
1222
  ],
1223
+ "claims": [
1224
+ {
1225
+ "id": "macro.companyTransmission",
1226
+ "label": "기업 직접근거 거시 전달경로",
1227
+ "comparisonKey": "macroTransmission",
1228
+ "basis": "macroCompanyEdges",
1229
+ "direction": "adverse",
1230
+ "horizon": "currentCycle",
1231
+ "asOf": "2026-08-30",
1232
+ "dataAsOf": "2026-08-28",
1233
+ "period": null,
1234
+ "status": "derived",
1235
+ "sourceRef": "dartlab://analysis/000140/product/drivers/debtRatio",
1236
+ "evidenceRefs": [
1237
+ "macro.company.analysis.debtRatio",
1238
+ "macro.company.analysis.interestCoverage"
1239
+ ],
1240
+ "falsifierRefs": [
1241
+ "rate-debt-interest.0",
1242
+ "rate-debt-interest.1",
1243
+ "rate-debt-interest.2"
1244
+ ]
1245
+ }
1246
+ ],
1247
  "evidence": [
1248
  {
1249
  "id": "macro.driver.BAMLH0A0HYM2",
1250
  "kind": "macroObservation",
1251
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1252
  "status": "observed",
1253
+ "observedAt": "2026-08-27",
1254
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1255
  },
1256
  {
 
1258
  "kind": "macroObservation",
1259
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1260
  "status": "observed",
1261
+ "observedAt": "2026-08-27",
1262
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1263
  },
1264
  {
 
1274
  "kind": "macroObservation",
1275
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1276
  "status": "observed",
1277
+ "observedAt": "2026-08-25",
1278
  "detail": "WTI 최신 관측과 직전 변화"
1279
  },
1280
  {
 
1290
  "kind": "macroObservation",
1291
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1292
  "status": "observed",
1293
+ "observedAt": "2026-08-28",
1294
  "detail": "원/달러 최신 관측과 직전 변화"
1295
  },
1296
  {
 
1620
  "noComposite": true,
1621
  "tensions": {
1622
  "schemaVersion": 1,
1623
+ "items": [
1624
+ {
1625
+ "schemaVersion": 1,
1626
+ "id": "fundamentalPriceDivergence:3800457a0dc1",
1627
+ "target": "000140",
1628
+ "patternId": "fundamentalPriceDivergence",
1629
+ "kind": "divergence",
1630
+ "status": "active",
1631
+ "asOf": "2026-08-30",
1632
+ "headline": {
1633
+ "kr": "펀더멘털과 가격 반응이 갈립니다",
1634
+ "en": "Fundamentals and price reaction diverge"
1635
+ },
1636
+ "mechanism": {
1637
+ "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.",
1638
+ "en": "Filing-based change and market price point in opposite directions."
1639
+ },
1640
+ "question": {
1641
+ "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.",
1642
+ "en": "Check whether price missed the change or the filings lag an emerging risk."
1643
+ },
1644
+ "sides": [
1645
+ {
1646
+ "engine": "quant",
1647
+ "claimId": "quant.fundamental",
1648
+ "label": "공시 이익 변화",
1649
+ "comparisonKey": "fundamentalMomentum",
1650
+ "basis": "marketBehavior",
1651
+ "direction": "adverse",
1652
+ "horizon": "latestPeriod",
1653
+ "asOf": "2026-08-30",
1654
+ "dataAsOf": "2023",
1655
+ "period": "2023",
1656
+ "status": "observed",
1657
+ "sourceRef": "dartlab://quant/earnings",
1658
+ "evidenceRefs": [
1659
+ "quant.fundamental"
1660
+ ],
1661
+ "value": -1.0
1662
+ },
1663
+ {
1664
+ "engine": "quant",
1665
+ "claimId": "quant.priceReaction",
1666
+ "label": "가격 반응",
1667
+ "comparisonKey": "marketReaction",
1668
+ "basis": "marketBehavior",
1669
+ "direction": "supportive",
1670
+ "horizon": "currentMarket",
1671
+ "asOf": "2026-08-30",
1672
+ "dataAsOf": "2026-08-28",
1673
+ "period": "2023",
1674
+ "status": "observed",
1675
+ "sourceRef": "dartlab://quant/verdict",
1676
+ "evidenceRefs": [
1677
+ "quant.price"
1678
+ ],
1679
+ "value": 0.5
1680
+ }
1681
+ ],
1682
+ "falsifiers": [
1683
+ {
1684
+ "id": "quant.classificationBreak",
1685
+ "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
1686
+ }
1687
+ ],
1688
+ "gaps": [
1689
+ {
1690
+ "id": "quant.quant.analystConsensus",
1691
+ "status": "unsupported",
1692
+ "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.",
1693
+ "sourceRef": "dartlab://gather/revenueConsensus"
1694
+ }
1695
+ ],
1696
+ "algorithmVersion": "1",
1697
+ "noComposite": true
1698
+ }
1699
+ ],
1700
  "evaluations": [
1701
  {
1702
  "patternId": "fundamentalPriceDivergence",
1703
+ "status": "active",
1704
+ "reason": "active"
1705
  },
1706
  {
1707
  "patternId": "earningsCashDivergence",
landing/lenses/000150.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -619,13 +619,13 @@
619
  "version": "v4.0"
620
  },
621
  "time": {
622
- "asOf": "2026-08-23",
623
  "dataAsOf": {
624
  "latestPeriod": "2025",
625
- "retrievedAt": "2026-08-23"
626
  },
627
  "period": "2025",
628
- "knowledgeBoundary": "2026-08-23"
629
  },
630
  "status": "usable",
631
  "conclusion": {
@@ -687,7 +687,7 @@
687
  "basis": "creditNarrative",
688
  "direction": "neutral",
689
  "horizon": "latestPeriod",
690
- "asOf": "2026-08-23",
691
  "dataAsOf": "2025",
692
  "period": "2025",
693
  "status": "derived",
@@ -706,7 +706,7 @@
706
  "basis": "creditNarrative",
707
  "direction": "adverse",
708
  "horizon": "latestPeriod",
709
- "asOf": "2026-08-23",
710
  "dataAsOf": "2025",
711
  "period": "2025",
712
  "status": "derived",
@@ -725,7 +725,7 @@
725
  "basis": "creditNarrative",
726
  "direction": "adverse",
727
  "horizon": "latestPeriod",
728
- "asOf": "2026-08-23",
729
  "dataAsOf": "2025",
730
  "period": "2025",
731
  "status": "derived",
@@ -744,7 +744,7 @@
744
  "basis": "creditNarrative",
745
  "direction": "adverse",
746
  "horizon": "latestPeriod",
747
- "asOf": "2026-08-23",
748
  "dataAsOf": "2025",
749
  "period": "2025",
750
  "status": "derived",
@@ -933,14 +933,14 @@
933
  "version": "1"
934
  },
935
  "time": {
936
- "asOf": "2026-08-23",
937
  "dataAsOf": {
938
  "mappingUpdatedAt": "2026-04-14",
939
  "financialPeriod": null,
940
- "retrievedAt": "2026-08-23"
941
  },
942
  "period": null,
943
- "knowledgeBoundary": "2026-08-23"
944
  },
945
  "status": "partial",
946
  "conclusion": {
@@ -1060,10 +1060,10 @@
1060
  "version": "1"
1061
  },
1062
  "time": {
1063
- "asOf": "2026-08-23",
1064
- "dataAsOf": "2026-08-21",
1065
  "period": "2025",
1066
- "knowledgeBoundary": "2026-08-23"
1067
  },
1068
  "status": "usable",
1069
  "conclusion": {
@@ -1093,8 +1093,8 @@
1093
  {
1094
  "id": "price",
1095
  "label": "가격 반응",
1096
- "score": -0.5,
1097
- "direction": "negative",
1098
  "sourceRef": "price.score"
1099
  }
1100
  ],
@@ -1106,7 +1106,7 @@
1106
  "basis": "marketBehavior",
1107
  "direction": "neutral",
1108
  "horizon": "latestPeriod",
1109
- "asOf": "2026-08-23",
1110
  "dataAsOf": "2025",
1111
  "period": "2025",
1112
  "status": "observed",
@@ -1126,8 +1126,8 @@
1126
  "basis": "marketBehavior",
1127
  "direction": "unknown",
1128
  "horizon": "latestDecision",
1129
- "asOf": "2026-08-23",
1130
- "dataAsOf": "2026-08-21",
1131
  "period": "2025",
1132
  "status": "derived",
1133
  "sourceRef": "dartlab://quant/earnings",
@@ -1146,10 +1146,10 @@
1146
  "label": "가격 반응",
1147
  "comparisonKey": "marketReaction",
1148
  "basis": "marketBehavior",
1149
- "direction": "adverse",
1150
  "horizon": "currentMarket",
1151
- "asOf": "2026-08-23",
1152
- "dataAsOf": "2026-08-21",
1153
  "period": "2025",
1154
  "status": "observed",
1155
  "sourceRef": "dartlab://quant/verdict",
@@ -1159,7 +1159,7 @@
1159
  "falsifierRefs": [
1160
  "classificationBreak"
1161
  ],
1162
- "value": -0.5
1163
  }
1164
  ],
1165
  "evidence": [
@@ -1184,7 +1184,7 @@
1184
  "kind": "marketReaction",
1185
  "sourceRef": "dartlab://quant/verdict",
1186
  "status": "derived",
1187
- "observedAt": "2026-08-21",
1188
  "detail": "괴리 판정의 price 입력"
1189
  }
1190
  ],
@@ -1240,15 +1240,15 @@
1240
  "version": "1"
1241
  },
1242
  "time": {
1243
- "asOf": "2026-08-23",
1244
- "dataAsOf": "2026-08-21",
1245
  "period": null,
1246
- "knowledgeBoundary": "2026-08-23"
1247
  },
1248
  "status": "usable",
1249
  "conclusion": {
1250
- "label": "거시 전파 경로 혼재",
1251
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1252
  },
1253
  "confidence": {
1254
  "level": "high",
@@ -1259,30 +1259,53 @@
1259
  {
1260
  "id": "BAMLH0A0HYM2",
1261
  "label": "미국 HY 스프레드",
1262
- "value": 2.75,
1263
  "unit": "%p",
1264
- "signal": "rising",
1265
- "change": 0.020000000000000018,
1266
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1267
  },
1268
  {
1269
  "id": "BASE_RATE",
1270
  "label": "한국 기준금리",
1271
- "value": 2.75,
1272
  "unit": "%",
1273
- "signal": "flat",
1274
- "change": 0.0,
1275
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1276
  }
1277
  ],
1278
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1279
  "evidence": [
1280
  {
1281
  "id": "macro.driver.BAMLH0A0HYM2",
1282
  "kind": "macroObservation",
1283
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1284
  "status": "observed",
1285
- "observedAt": "2026-08-20",
1286
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1287
  },
1288
  {
@@ -1290,7 +1313,7 @@
1290
  "kind": "macroObservation",
1291
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1292
  "status": "observed",
1293
- "observedAt": "2026-08-21",
1294
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1295
  },
1296
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
619
  "version": "v4.0"
620
  },
621
  "time": {
622
+ "asOf": "2026-08-30",
623
  "dataAsOf": {
624
  "latestPeriod": "2025",
625
+ "retrievedAt": "2026-08-30"
626
  },
627
  "period": "2025",
628
+ "knowledgeBoundary": "2026-08-30"
629
  },
630
  "status": "usable",
631
  "conclusion": {
 
687
  "basis": "creditNarrative",
688
  "direction": "neutral",
689
  "horizon": "latestPeriod",
690
+ "asOf": "2026-08-30",
691
  "dataAsOf": "2025",
692
  "period": "2025",
693
  "status": "derived",
 
706
  "basis": "creditNarrative",
707
  "direction": "adverse",
708
  "horizon": "latestPeriod",
709
+ "asOf": "2026-08-30",
710
  "dataAsOf": "2025",
711
  "period": "2025",
712
  "status": "derived",
 
725
  "basis": "creditNarrative",
726
  "direction": "adverse",
727
  "horizon": "latestPeriod",
728
+ "asOf": "2026-08-30",
729
  "dataAsOf": "2025",
730
  "period": "2025",
731
  "status": "derived",
 
744
  "basis": "creditNarrative",
745
  "direction": "adverse",
746
  "horizon": "latestPeriod",
747
+ "asOf": "2026-08-30",
748
  "dataAsOf": "2025",
749
  "period": "2025",
750
  "status": "derived",
 
933
  "version": "1"
934
  },
935
  "time": {
936
+ "asOf": "2026-08-30",
937
  "dataAsOf": {
938
  "mappingUpdatedAt": "2026-04-14",
939
  "financialPeriod": null,
940
+ "retrievedAt": "2026-08-30"
941
  },
942
  "period": null,
943
+ "knowledgeBoundary": "2026-08-30"
944
  },
945
  "status": "partial",
946
  "conclusion": {
 
1060
  "version": "1"
1061
  },
1062
  "time": {
1063
+ "asOf": "2026-08-30",
1064
+ "dataAsOf": "2026-08-28",
1065
  "period": "2025",
1066
+ "knowledgeBoundary": "2026-08-30"
1067
  },
1068
  "status": "usable",
1069
  "conclusion": {
 
1093
  {
1094
  "id": "price",
1095
  "label": "가격 반응",
1096
+ "score": 0.0,
1097
+ "direction": "neutral",
1098
  "sourceRef": "price.score"
1099
  }
1100
  ],
 
1106
  "basis": "marketBehavior",
1107
  "direction": "neutral",
1108
  "horizon": "latestPeriod",
1109
+ "asOf": "2026-08-30",
1110
  "dataAsOf": "2025",
1111
  "period": "2025",
1112
  "status": "observed",
 
1126
  "basis": "marketBehavior",
1127
  "direction": "unknown",
1128
  "horizon": "latestDecision",
1129
+ "asOf": "2026-08-30",
1130
+ "dataAsOf": "2026-08-28",
1131
  "period": "2025",
1132
  "status": "derived",
1133
  "sourceRef": "dartlab://quant/earnings",
 
1146
  "label": "가격 반응",
1147
  "comparisonKey": "marketReaction",
1148
  "basis": "marketBehavior",
1149
+ "direction": "neutral",
1150
  "horizon": "currentMarket",
1151
+ "asOf": "2026-08-30",
1152
+ "dataAsOf": "2026-08-28",
1153
  "period": "2025",
1154
  "status": "observed",
1155
  "sourceRef": "dartlab://quant/verdict",
 
1159
  "falsifierRefs": [
1160
  "classificationBreak"
1161
  ],
1162
+ "value": 0.0
1163
  }
1164
  ],
1165
  "evidence": [
 
1184
  "kind": "marketReaction",
1185
  "sourceRef": "dartlab://quant/verdict",
1186
  "status": "derived",
1187
+ "observedAt": "2026-08-28",
1188
  "detail": "괴리 판정의 price 입력"
1189
  }
1190
  ],
 
1240
  "version": "1"
1241
  },
1242
  "time": {
1243
+ "asOf": "2026-08-30",
1244
+ "dataAsOf": "2026-08-27",
1245
  "period": null,
1246
+ "knowledgeBoundary": "2026-08-30"
1247
  },
1248
  "status": "usable",
1249
  "conclusion": {
1250
+ "label": "거시 역풍 경로 우세",
1251
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1252
  },
1253
  "confidence": {
1254
  "level": "high",
 
1259
  {
1260
  "id": "BAMLH0A0HYM2",
1261
  "label": "미국 HY 스프레드",
1262
+ "value": 2.63,
1263
  "unit": "%p",
1264
+ "signal": "falling",
1265
+ "change": -0.040000000000000036,
1266
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1267
  },
1268
  {
1269
  "id": "BASE_RATE",
1270
  "label": "한국 기준금리",
1271
+ "value": 3.0,
1272
  "unit": "%",
1273
+ "signal": "rising",
1274
+ "change": 0.25,
1275
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1276
  }
1277
  ],
1278
+ "claims": [
1279
+ {
1280
+ "id": "macro.companyTransmission",
1281
+ "label": "기업 직접근거 거시 전달경로",
1282
+ "comparisonKey": "macroTransmission",
1283
+ "basis": "macroCompanyEdges",
1284
+ "direction": "adverse",
1285
+ "horizon": "currentCycle",
1286
+ "asOf": "2026-08-30",
1287
+ "dataAsOf": "2026-08-27",
1288
+ "period": null,
1289
+ "status": "derived",
1290
+ "sourceRef": "dartlab://analysis/000150/product/drivers/debtRatio",
1291
+ "evidenceRefs": [
1292
+ "macro.company.analysis.debtRatio",
1293
+ "macro.company.analysis.interestCoverage"
1294
+ ],
1295
+ "falsifierRefs": [
1296
+ "rate-debt-interest.0",
1297
+ "rate-debt-interest.1",
1298
+ "rate-debt-interest.2"
1299
+ ]
1300
+ }
1301
+ ],
1302
  "evidence": [
1303
  {
1304
  "id": "macro.driver.BAMLH0A0HYM2",
1305
  "kind": "macroObservation",
1306
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1307
  "status": "observed",
1308
+ "observedAt": "2026-08-27",
1309
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1310
  },
1311
  {
 
1313
  "kind": "macroObservation",
1314
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1315
  "status": "observed",
1316
+ "observedAt": "2026-08-27",
1317
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1318
  },
1319
  {
landing/lenses/000180.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -918,7 +918,7 @@
918
  "divergenceExplanation": [
919
  "유동성 축이 54점으로 등급 하방 압력",
920
  "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가",
921
- "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.18%). 최근 주가 하락이 반영된 결과",
922
  "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영",
923
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
924
  ]
@@ -934,14 +934,14 @@
934
  "version": "1"
935
  },
936
  "time": {
937
- "asOf": "2026-08-23",
938
  "dataAsOf": {
939
  "mappingUpdatedAt": "2026-04-14",
940
  "financialPeriod": null,
941
- "retrievedAt": "2026-08-23"
942
  },
943
  "period": null,
944
- "knowledgeBoundary": "2026-08-23"
945
  },
946
  "status": "partial",
947
  "conclusion": {
@@ -1061,19 +1061,19 @@
1061
  "version": "1"
1062
  },
1063
  "time": {
1064
- "asOf": "2026-08-23",
1065
- "dataAsOf": "2026-08-21",
1066
  "period": "2025",
1067
- "knowledgeBoundary": "2026-08-23"
1068
  },
1069
  "status": "usable",
1070
  "conclusion": {
1071
- "label": "가격 기대 과열 가능성",
1072
- "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다."
1073
  },
1074
  "confidence": {
1075
- "level": "high",
1076
- "score": 100.0,
1077
  "method": "threeBlockCoverageAndSignalClarity"
1078
  },
1079
  "drivers": [
@@ -1094,8 +1094,8 @@
1094
  {
1095
  "id": "price",
1096
  "label": "가격 반응",
1097
- "score": 0.5,
1098
- "direction": "positive",
1099
  "sourceRef": "price.score"
1100
  }
1101
  ],
@@ -1107,7 +1107,7 @@
1107
  "basis": "marketBehavior",
1108
  "direction": "neutral",
1109
  "horizon": "latestPeriod",
1110
- "asOf": "2026-08-23",
1111
  "dataAsOf": "2025",
1112
  "period": "2025",
1113
  "status": "observed",
@@ -1127,8 +1127,8 @@
1127
  "basis": "marketBehavior",
1128
  "direction": "unknown",
1129
  "horizon": "latestDecision",
1130
- "asOf": "2026-08-23",
1131
- "dataAsOf": "2026-08-21",
1132
  "period": "2025",
1133
  "status": "derived",
1134
  "sourceRef": "dartlab://quant/earnings",
@@ -1140,17 +1140,17 @@
1140
  "falsifierRefs": [
1141
  "classificationBreak"
1142
  ],
1143
- "relation": "overOptimism"
1144
  },
1145
  {
1146
  "id": "quant.priceReaction",
1147
  "label": "가격 반응",
1148
  "comparisonKey": "marketReaction",
1149
  "basis": "marketBehavior",
1150
- "direction": "supportive",
1151
  "horizon": "currentMarket",
1152
- "asOf": "2026-08-23",
1153
- "dataAsOf": "2026-08-21",
1154
  "period": "2025",
1155
  "status": "observed",
1156
  "sourceRef": "dartlab://quant/verdict",
@@ -1160,7 +1160,7 @@
1160
  "falsifierRefs": [
1161
  "classificationBreak"
1162
  ],
1163
- "value": 0.5
1164
  }
1165
  ],
1166
  "evidence": [
@@ -1185,7 +1185,7 @@
1185
  "kind": "marketReaction",
1186
  "sourceRef": "dartlab://quant/verdict",
1187
  "status": "derived",
1188
- "observedAt": "2026-08-21",
1189
  "detail": "괴리 판정의 price 입력"
1190
  }
1191
  ],
@@ -1219,7 +1219,7 @@
1219
  "falsifiers": [
1220
  {
1221
  "id": "classificationBreak",
1222
- "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
1223
  }
1224
  ],
1225
  "payload": {
@@ -1228,7 +1228,7 @@
1228
  "expectation",
1229
  "price"
1230
  ],
1231
- "classification": "overOptimism"
1232
  }
1233
  },
1234
  "macro": {
@@ -1241,15 +1241,15 @@
1241
  "version": "1"
1242
  },
1243
  "time": {
1244
- "asOf": "2026-08-23",
1245
- "dataAsOf": "2026-08-21",
1246
  "period": null,
1247
- "knowledgeBoundary": "2026-08-23"
1248
  },
1249
  "status": "usable",
1250
  "conclusion": {
1251
- "label": "거시 전파 경로 혼재",
1252
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1253
  },
1254
  "confidence": {
1255
  "level": "high",
@@ -1260,30 +1260,53 @@
1260
  {
1261
  "id": "BAMLH0A0HYM2",
1262
  "label": "미국 HY 스프레드",
1263
- "value": 2.75,
1264
  "unit": "%p",
1265
- "signal": "rising",
1266
- "change": 0.020000000000000018,
1267
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1268
  },
1269
  {
1270
  "id": "BASE_RATE",
1271
  "label": "한국 기준금리",
1272
- "value": 2.75,
1273
  "unit": "%",
1274
- "signal": "flat",
1275
- "change": 0.0,
1276
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1277
  }
1278
  ],
1279
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1280
  "evidence": [
1281
  {
1282
  "id": "macro.driver.BAMLH0A0HYM2",
1283
  "kind": "macroObservation",
1284
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1285
  "status": "observed",
1286
- "observedAt": "2026-08-20",
1287
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1288
  },
1289
  {
@@ -1291,7 +1314,7 @@
1291
  "kind": "macroObservation",
1292
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1293
  "status": "observed",
1294
- "observedAt": "2026-08-21",
1295
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1296
  },
1297
  {
@@ -1467,8 +1490,8 @@
1467
  "evaluations": [
1468
  {
1469
  "patternId": "fundamentalPriceDivergence",
1470
- "status": "blocked",
1471
- "reason": "claimConflict"
1472
  },
1473
  {
1474
  "patternId": "earningsCashDivergence",
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
918
  "divergenceExplanation": [
919
  "유동성 축이 54점으로 등급 하방 압력",
920
  "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가",
921
+ "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.19%). 최근 주가 하락이 반영된 결과",
922
  "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영",
923
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
924
  ]
 
934
  "version": "1"
935
  },
936
  "time": {
937
+ "asOf": "2026-08-30",
938
  "dataAsOf": {
939
  "mappingUpdatedAt": "2026-04-14",
940
  "financialPeriod": null,
941
+ "retrievedAt": "2026-08-30"
942
  },
943
  "period": null,
944
+ "knowledgeBoundary": "2026-08-30"
945
  },
946
  "status": "partial",
947
  "conclusion": {
 
1061
  "version": "1"
1062
  },
1063
  "time": {
1064
+ "asOf": "2026-08-30",
1065
+ "dataAsOf": "2026-08-28",
1066
  "period": "2025",
1067
+ "knowledgeBoundary": "2026-08-30"
1068
  },
1069
  "status": "usable",
1070
  "conclusion": {
1071
+ "label": "괴리 판단 보류",
1072
+ "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1073
  },
1074
  "confidence": {
1075
+ "level": "medium",
1076
+ "score": 65.0,
1077
  "method": "threeBlockCoverageAndSignalClarity"
1078
  },
1079
  "drivers": [
 
1094
  {
1095
  "id": "price",
1096
  "label": "가격 반응",
1097
+ "score": 0.0,
1098
+ "direction": "neutral",
1099
  "sourceRef": "price.score"
1100
  }
1101
  ],
 
1107
  "basis": "marketBehavior",
1108
  "direction": "neutral",
1109
  "horizon": "latestPeriod",
1110
+ "asOf": "2026-08-30",
1111
  "dataAsOf": "2025",
1112
  "period": "2025",
1113
  "status": "observed",
 
1127
  "basis": "marketBehavior",
1128
  "direction": "unknown",
1129
  "horizon": "latestDecision",
1130
+ "asOf": "2026-08-30",
1131
+ "dataAsOf": "2026-08-28",
1132
  "period": "2025",
1133
  "status": "derived",
1134
  "sourceRef": "dartlab://quant/earnings",
 
1140
  "falsifierRefs": [
1141
  "classificationBreak"
1142
  ],
1143
+ "relation": "inconclusive"
1144
  },
1145
  {
1146
  "id": "quant.priceReaction",
1147
  "label": "가격 반응",
1148
  "comparisonKey": "marketReaction",
1149
  "basis": "marketBehavior",
1150
+ "direction": "neutral",
1151
  "horizon": "currentMarket",
1152
+ "asOf": "2026-08-30",
1153
+ "dataAsOf": "2026-08-28",
1154
  "period": "2025",
1155
  "status": "observed",
1156
  "sourceRef": "dartlab://quant/verdict",
 
1160
  "falsifierRefs": [
1161
  "classificationBreak"
1162
  ],
1163
+ "value": 0.0
1164
  }
1165
  ],
1166
  "evidence": [
 
1185
  "kind": "marketReaction",
1186
  "sourceRef": "dartlab://quant/verdict",
1187
  "status": "derived",
1188
+ "observedAt": "2026-08-28",
1189
  "detail": "괴리 판정의 price 입력"
1190
  }
1191
  ],
 
1219
  "falsifiers": [
1220
  {
1221
  "id": "classificationBreak",
1222
+ "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1223
  }
1224
  ],
1225
  "payload": {
 
1228
  "expectation",
1229
  "price"
1230
  ],
1231
+ "classification": "inconclusive"
1232
  }
1233
  },
1234
  "macro": {
 
1241
  "version": "1"
1242
  },
1243
  "time": {
1244
+ "asOf": "2026-08-30",
1245
+ "dataAsOf": "2026-08-27",
1246
  "period": null,
1247
+ "knowledgeBoundary": "2026-08-30"
1248
  },
1249
  "status": "usable",
1250
  "conclusion": {
1251
+ "label": "거시 역풍 경로 우세",
1252
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1253
  },
1254
  "confidence": {
1255
  "level": "high",
 
1260
  {
1261
  "id": "BAMLH0A0HYM2",
1262
  "label": "미국 HY 스프레드",
1263
+ "value": 2.63,
1264
  "unit": "%p",
1265
+ "signal": "falling",
1266
+ "change": -0.040000000000000036,
1267
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1268
  },
1269
  {
1270
  "id": "BASE_RATE",
1271
  "label": "한국 기준금리",
1272
+ "value": 3.0,
1273
  "unit": "%",
1274
+ "signal": "rising",
1275
+ "change": 0.25,
1276
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1277
  }
1278
  ],
1279
+ "claims": [
1280
+ {
1281
+ "id": "macro.companyTransmission",
1282
+ "label": "기업 직접근거 거시 전달경로",
1283
+ "comparisonKey": "macroTransmission",
1284
+ "basis": "macroCompanyEdges",
1285
+ "direction": "adverse",
1286
+ "horizon": "currentCycle",
1287
+ "asOf": "2026-08-30",
1288
+ "dataAsOf": "2026-08-27",
1289
+ "period": null,
1290
+ "status": "derived",
1291
+ "sourceRef": "dartlab://analysis/000180/product/drivers/debtRatio",
1292
+ "evidenceRefs": [
1293
+ "macro.company.analysis.debtRatio",
1294
+ "macro.company.analysis.interestCoverage"
1295
+ ],
1296
+ "falsifierRefs": [
1297
+ "rate-debt-interest.0",
1298
+ "rate-debt-interest.1",
1299
+ "rate-debt-interest.2"
1300
+ ]
1301
+ }
1302
+ ],
1303
  "evidence": [
1304
  {
1305
  "id": "macro.driver.BAMLH0A0HYM2",
1306
  "kind": "macroObservation",
1307
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1308
  "status": "observed",
1309
+ "observedAt": "2026-08-27",
1310
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1311
  },
1312
  {
 
1314
  "kind": "macroObservation",
1315
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1316
  "status": "observed",
1317
+ "observedAt": "2026-08-27",
1318
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1319
  },
1320
  {
 
1490
  "evaluations": [
1491
  {
1492
  "patternId": "fundamentalPriceDivergence",
1493
+ "status": "clear",
1494
+ "reason": "aligned"
1495
  },
1496
  {
1497
  "patternId": "earningsCashDivergence",
landing/lenses/0001A0.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
- "retrievedAt": "2026-08-23"
42
  },
43
  "period": "2026",
44
- "knowledgeBoundary": "2026-08-23"
45
  },
46
  "status": "partial",
47
  "conclusion": {
@@ -234,13 +234,13 @@
234
  "version": "v4.0"
235
  },
236
  "time": {
237
- "asOf": "2026-08-23",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
- "retrievedAt": "2026-08-23"
241
  },
242
  "period": "2026",
243
- "knowledgeBoundary": "2026-08-23"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
@@ -399,14 +399,14 @@
399
  "version": "1"
400
  },
401
  "time": {
402
- "asOf": "2026-08-23",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": "2026-04-14",
405
  "financialPeriod": null,
406
- "retrievedAt": "2026-08-23"
407
  },
408
  "period": null,
409
- "knowledgeBoundary": "2026-08-23"
410
  },
411
  "status": "partial",
412
  "conclusion": {
@@ -526,10 +526,10 @@
526
  "version": "1"
527
  },
528
  "time": {
529
- "asOf": "2026-08-23",
530
- "dataAsOf": "2026-08-21",
531
  "period": null,
532
- "knowledgeBoundary": "2026-08-23"
533
  },
534
  "status": "partial",
535
  "conclusion": {
@@ -545,8 +545,8 @@
545
  {
546
  "id": "price",
547
  "label": "가격 반응",
548
- "score": 0.0,
549
- "direction": "neutral",
550
  "sourceRef": "price.score"
551
  }
552
  ],
@@ -558,8 +558,8 @@
558
  "basis": "marketBehavior",
559
  "direction": "unknown",
560
  "horizon": "latestDecision",
561
- "asOf": "2026-08-23",
562
- "dataAsOf": "2026-08-21",
563
  "period": null,
564
  "status": "derived",
565
  "sourceRef": "dartlab://quant/verdict",
@@ -576,10 +576,10 @@
576
  "label": "가격 반응",
577
  "comparisonKey": "marketReaction",
578
  "basis": "marketBehavior",
579
- "direction": "neutral",
580
  "horizon": "currentMarket",
581
- "asOf": "2026-08-23",
582
- "dataAsOf": "2026-08-21",
583
  "period": null,
584
  "status": "observed",
585
  "sourceRef": "dartlab://quant/verdict",
@@ -589,7 +589,7 @@
589
  "falsifierRefs": [
590
  "classificationBreak"
591
  ],
592
- "value": 0.0
593
  }
594
  ],
595
  "evidence": [
@@ -598,7 +598,7 @@
598
  "kind": "marketReaction",
599
  "sourceRef": "dartlab://quant/verdict",
600
  "status": "derived",
601
- "observedAt": "2026-08-21",
602
  "detail": "괴리 판정의 price 입력"
603
  }
604
  ],
@@ -666,15 +666,15 @@
666
  "version": "1"
667
  },
668
  "time": {
669
- "asOf": "2026-08-23",
670
- "dataAsOf": "2026-08-21",
671
  "period": null,
672
- "knowledgeBoundary": "2026-08-23"
673
  },
674
  "status": "partial",
675
  "conclusion": {
676
- "label": "거시 전파 경로 혼재",
677
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
678
  },
679
  "confidence": {
680
  "level": "medium",
@@ -685,28 +685,28 @@
685
  {
686
  "id": "BAMLH0A0HYM2",
687
  "label": "미국 HY 스프레드",
688
- "value": 2.75,
689
  "unit": "%p",
690
- "signal": "rising",
691
- "change": 0.020000000000000018,
692
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
693
  },
694
  {
695
  "id": "BASE_RATE",
696
  "label": "한국 기준금리",
697
- "value": 2.75,
698
  "unit": "%",
699
- "signal": "flat",
700
- "change": 0.0,
701
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
702
  },
703
  {
704
  "id": "DCOILWTICO",
705
  "label": "WTI",
706
- "value": 86.48,
707
  "unit": "$",
708
- "signal": "rising",
709
- "change": 0.4399999999999977,
710
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
711
  }
712
  ],
@@ -717,7 +717,7 @@
717
  "kind": "macroObservation",
718
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
719
  "status": "observed",
720
- "observedAt": "2026-08-20",
721
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
722
  },
723
  {
@@ -725,7 +725,7 @@
725
  "kind": "macroObservation",
726
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
727
  "status": "observed",
728
- "observedAt": "2026-08-21",
729
  "detail": "한국 기준금리 최신 관측과 직전 변화"
730
  },
731
  {
@@ -733,7 +733,7 @@
733
  "kind": "macroObservation",
734
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
735
  "status": "observed",
736
- "observedAt": "2026-08-18",
737
  "detail": "WTI 최신 관측과 직전 변화"
738
  },
739
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
 
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
+ "retrievedAt": "2026-08-30"
42
  },
43
  "period": "2026",
44
+ "knowledgeBoundary": "2026-08-30"
45
  },
46
  "status": "partial",
47
  "conclusion": {
 
234
  "version": "v4.0"
235
  },
236
  "time": {
237
+ "asOf": "2026-08-30",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
+ "retrievedAt": "2026-08-30"
241
  },
242
  "period": "2026",
243
+ "knowledgeBoundary": "2026-08-30"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
 
399
  "version": "1"
400
  },
401
  "time": {
402
+ "asOf": "2026-08-30",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": "2026-04-14",
405
  "financialPeriod": null,
406
+ "retrievedAt": "2026-08-30"
407
  },
408
  "period": null,
409
+ "knowledgeBoundary": "2026-08-30"
410
  },
411
  "status": "partial",
412
  "conclusion": {
 
526
  "version": "1"
527
  },
528
  "time": {
529
+ "asOf": "2026-08-30",
530
+ "dataAsOf": "2026-08-28",
531
  "period": null,
532
+ "knowledgeBoundary": "2026-08-30"
533
  },
534
  "status": "partial",
535
  "conclusion": {
 
545
  {
546
  "id": "price",
547
  "label": "가격 반응",
548
+ "score": 0.5,
549
+ "direction": "positive",
550
  "sourceRef": "price.score"
551
  }
552
  ],
 
558
  "basis": "marketBehavior",
559
  "direction": "unknown",
560
  "horizon": "latestDecision",
561
+ "asOf": "2026-08-30",
562
+ "dataAsOf": "2026-08-28",
563
  "period": null,
564
  "status": "derived",
565
  "sourceRef": "dartlab://quant/verdict",
 
576
  "label": "가격 반응",
577
  "comparisonKey": "marketReaction",
578
  "basis": "marketBehavior",
579
+ "direction": "supportive",
580
  "horizon": "currentMarket",
581
+ "asOf": "2026-08-30",
582
+ "dataAsOf": "2026-08-28",
583
  "period": null,
584
  "status": "observed",
585
  "sourceRef": "dartlab://quant/verdict",
 
589
  "falsifierRefs": [
590
  "classificationBreak"
591
  ],
592
+ "value": 0.5
593
  }
594
  ],
595
  "evidence": [
 
598
  "kind": "marketReaction",
599
  "sourceRef": "dartlab://quant/verdict",
600
  "status": "derived",
601
+ "observedAt": "2026-08-28",
602
  "detail": "괴리 판정의 price 입력"
603
  }
604
  ],
 
666
  "version": "1"
667
  },
668
  "time": {
669
+ "asOf": "2026-08-30",
670
+ "dataAsOf": "2026-08-27",
671
  "period": null,
672
+ "knowledgeBoundary": "2026-08-30"
673
  },
674
  "status": "partial",
675
  "conclusion": {
676
+ "label": "거시 역풍 경로 우세",
677
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
678
  },
679
  "confidence": {
680
  "level": "medium",
 
685
  {
686
  "id": "BAMLH0A0HYM2",
687
  "label": "미국 HY 스프레드",
688
+ "value": 2.63,
689
  "unit": "%p",
690
+ "signal": "falling",
691
+ "change": -0.040000000000000036,
692
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
693
  },
694
  {
695
  "id": "BASE_RATE",
696
  "label": "한국 기준금리",
697
+ "value": 3.0,
698
  "unit": "%",
699
+ "signal": "rising",
700
+ "change": 0.25,
701
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
702
  },
703
  {
704
  "id": "DCOILWTICO",
705
  "label": "WTI",
706
+ "value": 83.9,
707
  "unit": "$",
708
+ "signal": "falling",
709
+ "change": -2.4399999999999977,
710
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
711
  }
712
  ],
 
717
  "kind": "macroObservation",
718
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
719
  "status": "observed",
720
+ "observedAt": "2026-08-27",
721
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
722
  },
723
  {
 
725
  "kind": "macroObservation",
726
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
727
  "status": "observed",
728
+ "observedAt": "2026-08-27",
729
  "detail": "한국 기준금리 최신 관측과 직전 변화"
730
  },
731
  {
 
733
  "kind": "macroObservation",
734
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
735
  "status": "observed",
736
+ "observedAt": "2026-08-25",
737
  "detail": "WTI 최신 관측과 직전 변화"
738
  },
739
  {
landing/lenses/000210.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -619,13 +619,13 @@
619
  "version": "v4.0"
620
  },
621
  "time": {
622
- "asOf": "2026-08-23",
623
  "dataAsOf": {
624
  "latestPeriod": "2025",
625
- "retrievedAt": "2026-08-23"
626
  },
627
  "period": "2025",
628
- "knowledgeBoundary": "2026-08-23"
629
  },
630
  "status": "usable",
631
  "conclusion": {
@@ -687,7 +687,7 @@
687
  "basis": "creditNarrative",
688
  "direction": "neutral",
689
  "horizon": "latestPeriod",
690
- "asOf": "2026-08-23",
691
  "dataAsOf": "2025",
692
  "period": "2025",
693
  "status": "derived",
@@ -706,7 +706,7 @@
706
  "basis": "creditNarrative",
707
  "direction": "adverse",
708
  "horizon": "latestPeriod",
709
- "asOf": "2026-08-23",
710
  "dataAsOf": "2025",
711
  "period": "2025",
712
  "status": "derived",
@@ -725,7 +725,7 @@
725
  "basis": "creditNarrative",
726
  "direction": "neutral",
727
  "horizon": "latestPeriod",
728
- "asOf": "2026-08-23",
729
  "dataAsOf": "2025",
730
  "period": "2025",
731
  "status": "derived",
@@ -744,7 +744,7 @@
744
  "basis": "creditNarrative",
745
  "direction": "adverse",
746
  "horizon": "latestPeriod",
747
- "asOf": "2026-08-23",
748
  "dataAsOf": "2025",
749
  "period": "2025",
750
  "status": "derived",
@@ -930,14 +930,14 @@
930
  "version": "1"
931
  },
932
  "time": {
933
- "asOf": "2026-08-23",
934
  "dataAsOf": {
935
  "mappingUpdatedAt": "2026-04-14",
936
  "financialPeriod": null,
937
- "retrievedAt": "2026-08-23"
938
  },
939
  "period": null,
940
- "knowledgeBoundary": "2026-08-23"
941
  },
942
  "status": "partial",
943
  "conclusion": {
@@ -1057,10 +1057,10 @@
1057
  "version": "1"
1058
  },
1059
  "time": {
1060
- "asOf": "2026-08-23",
1061
- "dataAsOf": "2026-08-21",
1062
  "period": "2025",
1063
- "knowledgeBoundary": "2026-08-23"
1064
  },
1065
  "status": "usable",
1066
  "conclusion": {
@@ -1090,8 +1090,8 @@
1090
  {
1091
  "id": "price",
1092
  "label": "가격 반응",
1093
- "score": -0.5,
1094
- "direction": "negative",
1095
  "sourceRef": "price.score"
1096
  }
1097
  ],
@@ -1103,7 +1103,7 @@
1103
  "basis": "marketBehavior",
1104
  "direction": "neutral",
1105
  "horizon": "latestPeriod",
1106
- "asOf": "2026-08-23",
1107
  "dataAsOf": "2025",
1108
  "period": "2025",
1109
  "status": "observed",
@@ -1123,8 +1123,8 @@
1123
  "basis": "marketBehavior",
1124
  "direction": "unknown",
1125
  "horizon": "latestDecision",
1126
- "asOf": "2026-08-23",
1127
- "dataAsOf": "2026-08-21",
1128
  "period": "2025",
1129
  "status": "derived",
1130
  "sourceRef": "dartlab://quant/earnings",
@@ -1143,10 +1143,10 @@
1143
  "label": "가격 반응",
1144
  "comparisonKey": "marketReaction",
1145
  "basis": "marketBehavior",
1146
- "direction": "adverse",
1147
  "horizon": "currentMarket",
1148
- "asOf": "2026-08-23",
1149
- "dataAsOf": "2026-08-21",
1150
  "period": "2025",
1151
  "status": "observed",
1152
  "sourceRef": "dartlab://quant/verdict",
@@ -1156,7 +1156,7 @@
1156
  "falsifierRefs": [
1157
  "classificationBreak"
1158
  ],
1159
- "value": -0.5
1160
  }
1161
  ],
1162
  "evidence": [
@@ -1181,7 +1181,7 @@
1181
  "kind": "marketReaction",
1182
  "sourceRef": "dartlab://quant/verdict",
1183
  "status": "derived",
1184
- "observedAt": "2026-08-21",
1185
  "detail": "괴리 판정의 price 입력"
1186
  }
1187
  ],
@@ -1237,15 +1237,15 @@
1237
  "version": "1"
1238
  },
1239
  "time": {
1240
- "asOf": "2026-08-23",
1241
- "dataAsOf": "2026-08-21",
1242
  "period": null,
1243
- "knowledgeBoundary": "2026-08-23"
1244
  },
1245
  "status": "usable",
1246
  "conclusion": {
1247
- "label": "거시 전파 경로 혼재",
1248
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1249
  },
1250
  "confidence": {
1251
  "level": "high",
@@ -1256,30 +1256,53 @@
1256
  {
1257
  "id": "BAMLH0A0HYM2",
1258
  "label": "미국 HY 스프레드",
1259
- "value": 2.75,
1260
  "unit": "%p",
1261
- "signal": "rising",
1262
- "change": 0.020000000000000018,
1263
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1264
  },
1265
  {
1266
  "id": "BASE_RATE",
1267
  "label": "한국 기준금리",
1268
- "value": 2.75,
1269
  "unit": "%",
1270
- "signal": "flat",
1271
- "change": 0.0,
1272
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1273
  }
1274
  ],
1275
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1276
  "evidence": [
1277
  {
1278
  "id": "macro.driver.BAMLH0A0HYM2",
1279
  "kind": "macroObservation",
1280
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1281
  "status": "observed",
1282
- "observedAt": "2026-08-20",
1283
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1284
  },
1285
  {
@@ -1287,7 +1310,7 @@
1287
  "kind": "macroObservation",
1288
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1289
  "status": "observed",
1290
- "observedAt": "2026-08-21",
1291
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1292
  },
1293
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
619
  "version": "v4.0"
620
  },
621
  "time": {
622
+ "asOf": "2026-08-30",
623
  "dataAsOf": {
624
  "latestPeriod": "2025",
625
+ "retrievedAt": "2026-08-30"
626
  },
627
  "period": "2025",
628
+ "knowledgeBoundary": "2026-08-30"
629
  },
630
  "status": "usable",
631
  "conclusion": {
 
687
  "basis": "creditNarrative",
688
  "direction": "neutral",
689
  "horizon": "latestPeriod",
690
+ "asOf": "2026-08-30",
691
  "dataAsOf": "2025",
692
  "period": "2025",
693
  "status": "derived",
 
706
  "basis": "creditNarrative",
707
  "direction": "adverse",
708
  "horizon": "latestPeriod",
709
+ "asOf": "2026-08-30",
710
  "dataAsOf": "2025",
711
  "period": "2025",
712
  "status": "derived",
 
725
  "basis": "creditNarrative",
726
  "direction": "neutral",
727
  "horizon": "latestPeriod",
728
+ "asOf": "2026-08-30",
729
  "dataAsOf": "2025",
730
  "period": "2025",
731
  "status": "derived",
 
744
  "basis": "creditNarrative",
745
  "direction": "adverse",
746
  "horizon": "latestPeriod",
747
+ "asOf": "2026-08-30",
748
  "dataAsOf": "2025",
749
  "period": "2025",
750
  "status": "derived",
 
930
  "version": "1"
931
  },
932
  "time": {
933
+ "asOf": "2026-08-30",
934
  "dataAsOf": {
935
  "mappingUpdatedAt": "2026-04-14",
936
  "financialPeriod": null,
937
+ "retrievedAt": "2026-08-30"
938
  },
939
  "period": null,
940
+ "knowledgeBoundary": "2026-08-30"
941
  },
942
  "status": "partial",
943
  "conclusion": {
 
1057
  "version": "1"
1058
  },
1059
  "time": {
1060
+ "asOf": "2026-08-30",
1061
+ "dataAsOf": "2026-08-28",
1062
  "period": "2025",
1063
+ "knowledgeBoundary": "2026-08-30"
1064
  },
1065
  "status": "usable",
1066
  "conclusion": {
 
1090
  {
1091
  "id": "price",
1092
  "label": "가격 반응",
1093
+ "score": 0.5,
1094
+ "direction": "positive",
1095
  "sourceRef": "price.score"
1096
  }
1097
  ],
 
1103
  "basis": "marketBehavior",
1104
  "direction": "neutral",
1105
  "horizon": "latestPeriod",
1106
+ "asOf": "2026-08-30",
1107
  "dataAsOf": "2025",
1108
  "period": "2025",
1109
  "status": "observed",
 
1123
  "basis": "marketBehavior",
1124
  "direction": "unknown",
1125
  "horizon": "latestDecision",
1126
+ "asOf": "2026-08-30",
1127
+ "dataAsOf": "2026-08-28",
1128
  "period": "2025",
1129
  "status": "derived",
1130
  "sourceRef": "dartlab://quant/earnings",
 
1143
  "label": "가격 반응",
1144
  "comparisonKey": "marketReaction",
1145
  "basis": "marketBehavior",
1146
+ "direction": "supportive",
1147
  "horizon": "currentMarket",
1148
+ "asOf": "2026-08-30",
1149
+ "dataAsOf": "2026-08-28",
1150
  "period": "2025",
1151
  "status": "observed",
1152
  "sourceRef": "dartlab://quant/verdict",
 
1156
  "falsifierRefs": [
1157
  "classificationBreak"
1158
  ],
1159
+ "value": 0.5
1160
  }
1161
  ],
1162
  "evidence": [
 
1181
  "kind": "marketReaction",
1182
  "sourceRef": "dartlab://quant/verdict",
1183
  "status": "derived",
1184
+ "observedAt": "2026-08-28",
1185
  "detail": "괴리 판정의 price 입력"
1186
  }
1187
  ],
 
1237
  "version": "1"
1238
  },
1239
  "time": {
1240
+ "asOf": "2026-08-30",
1241
+ "dataAsOf": "2026-08-27",
1242
  "period": null,
1243
+ "knowledgeBoundary": "2026-08-30"
1244
  },
1245
  "status": "usable",
1246
  "conclusion": {
1247
+ "label": "거시 역풍 경로 우세",
1248
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1249
  },
1250
  "confidence": {
1251
  "level": "high",
 
1256
  {
1257
  "id": "BAMLH0A0HYM2",
1258
  "label": "미국 HY 스프레드",
1259
+ "value": 2.63,
1260
  "unit": "%p",
1261
+ "signal": "falling",
1262
+ "change": -0.040000000000000036,
1263
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1264
  },
1265
  {
1266
  "id": "BASE_RATE",
1267
  "label": "한국 기준금리",
1268
+ "value": 3.0,
1269
  "unit": "%",
1270
+ "signal": "rising",
1271
+ "change": 0.25,
1272
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1273
  }
1274
  ],
1275
+ "claims": [
1276
+ {
1277
+ "id": "macro.companyTransmission",
1278
+ "label": "기업 직접근거 거시 전달경로",
1279
+ "comparisonKey": "macroTransmission",
1280
+ "basis": "macroCompanyEdges",
1281
+ "direction": "adverse",
1282
+ "horizon": "currentCycle",
1283
+ "asOf": "2026-08-30",
1284
+ "dataAsOf": "2026-08-27",
1285
+ "period": null,
1286
+ "status": "derived",
1287
+ "sourceRef": "dartlab://analysis/000210/product/drivers/debtRatio",
1288
+ "evidenceRefs": [
1289
+ "macro.company.analysis.debtRatio",
1290
+ "macro.company.analysis.interestCoverage"
1291
+ ],
1292
+ "falsifierRefs": [
1293
+ "rate-debt-interest.0",
1294
+ "rate-debt-interest.1",
1295
+ "rate-debt-interest.2"
1296
+ ]
1297
+ }
1298
+ ],
1299
  "evidence": [
1300
  {
1301
  "id": "macro.driver.BAMLH0A0HYM2",
1302
  "kind": "macroObservation",
1303
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1304
  "status": "observed",
1305
+ "observedAt": "2026-08-27",
1306
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1307
  },
1308
  {
 
1310
  "kind": "macroObservation",
1311
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1312
  "status": "observed",
1313
+ "observedAt": "2026-08-27",
1314
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1315
  },
1316
  {
landing/lenses/000220.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2018",
@@ -52,10 +52,10 @@
52
  "representative": "2026"
53
  },
54
  "mixedPeriods": false,
55
- "retrievedAt": "2026-08-23"
56
  },
57
  "period": "2026",
58
- "knowledgeBoundary": "2026-08-23"
59
  },
60
  "status": "partial",
61
  "conclusion": {
@@ -135,7 +135,7 @@
135
  "basis": "companyFundamentals",
136
  "direction": "supportive",
137
  "horizon": "latestPeriod",
138
- "asOf": "2026-08-23",
139
  "dataAsOf": {
140
  "latestPeriod": "2026",
141
  "earliestPeriod": "2018",
@@ -167,7 +167,7 @@
167
  "representative": "2026"
168
  },
169
  "mixedPeriods": false,
170
- "retrievedAt": "2026-08-23"
171
  },
172
  "period": "2025",
173
  "status": "derived",
@@ -188,7 +188,7 @@
188
  "basis": "companyFundamentals",
189
  "direction": "supportive",
190
  "horizon": "multiYear",
191
- "asOf": "2026-08-23",
192
  "dataAsOf": {
193
  "latestPeriod": "2026",
194
  "earliestPeriod": "2018",
@@ -220,7 +220,7 @@
220
  "representative": "2026"
221
  },
222
  "mixedPeriods": false,
223
- "retrievedAt": "2026-08-23"
224
  },
225
  "period": "2026",
226
  "status": "derived",
@@ -241,7 +241,7 @@
241
  "basis": "companyFundamentals",
242
  "direction": "neutral",
243
  "horizon": "latestPeriod",
244
- "asOf": "2026-08-23",
245
  "dataAsOf": {
246
  "latestPeriod": "2026",
247
  "earliestPeriod": "2018",
@@ -273,7 +273,7 @@
273
  "representative": "2026"
274
  },
275
  "mixedPeriods": false,
276
- "retrievedAt": "2026-08-23"
277
  },
278
  "period": "2025",
279
  "status": "derived",
@@ -294,7 +294,7 @@
294
  "basis": "companyFundamentals",
295
  "direction": "supportive",
296
  "horizon": "multiYear",
297
- "asOf": "2026-08-23",
298
  "dataAsOf": {
299
  "latestPeriod": "2026",
300
  "earliestPeriod": "2018",
@@ -326,7 +326,7 @@
326
  "representative": "2026"
327
  },
328
  "mixedPeriods": false,
329
- "retrievedAt": "2026-08-23"
330
  },
331
  "period": "2026",
332
  "status": "derived",
@@ -609,13 +609,13 @@
609
  "version": "v4.0"
610
  },
611
  "time": {
612
- "asOf": "2026-08-23",
613
  "dataAsOf": {
614
  "latestPeriod": "2025",
615
- "retrievedAt": "2026-08-23"
616
  },
617
  "period": "2025",
618
- "knowledgeBoundary": "2026-08-23"
619
  },
620
  "status": "usable",
621
  "conclusion": {
@@ -677,7 +677,7 @@
677
  "basis": "creditNarrative",
678
  "direction": "supportive",
679
  "horizon": "latestPeriod",
680
- "asOf": "2026-08-23",
681
  "dataAsOf": "2025",
682
  "period": "2025",
683
  "status": "derived",
@@ -696,7 +696,7 @@
696
  "basis": "creditNarrative",
697
  "direction": "neutral",
698
  "horizon": "latestPeriod",
699
- "asOf": "2026-08-23",
700
  "dataAsOf": "2025",
701
  "period": "2025",
702
  "status": "derived",
@@ -715,7 +715,7 @@
715
  "basis": "creditNarrative",
716
  "direction": "neutral",
717
  "horizon": "latestPeriod",
718
- "asOf": "2026-08-23",
719
  "dataAsOf": "2025",
720
  "period": "2025",
721
  "status": "derived",
@@ -734,7 +734,7 @@
734
  "basis": "creditNarrative",
735
  "direction": "adverse",
736
  "horizon": "latestPeriod",
737
- "asOf": "2026-08-23",
738
  "dataAsOf": "2025",
739
  "period": "2025",
740
  "status": "derived",
@@ -899,7 +899,7 @@
899
  "notchAdjustment": null,
900
  "divergenceExplanation": [
901
  "유동성 축이 33점으로 등급 하방 압력",
902
- "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과",
903
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
904
  ]
905
  }
@@ -914,14 +914,14 @@
914
  "version": "1"
915
  },
916
  "time": {
917
- "asOf": "2026-08-23",
918
  "dataAsOf": {
919
  "mappingUpdatedAt": "2026-04-14",
920
  "financialPeriod": null,
921
- "retrievedAt": "2026-08-23"
922
  },
923
  "period": null,
924
- "knowledgeBoundary": "2026-08-23"
925
  },
926
  "status": "partial",
927
  "conclusion": {
@@ -1041,19 +1041,19 @@
1041
  "version": "1"
1042
  },
1043
  "time": {
1044
- "asOf": "2026-08-23",
1045
- "dataAsOf": "2026-08-21",
1046
  "period": "2025",
1047
- "knowledgeBoundary": "2026-08-23"
1048
  },
1049
  "status": "usable",
1050
  "conclusion": {
1051
- "label": "괴리 판단 보류",
1052
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1053
  },
1054
  "confidence": {
1055
- "level": "medium",
1056
- "score": 65.0,
1057
  "method": "threeBlockCoverageAndSignalClarity"
1058
  },
1059
  "drivers": [
@@ -1074,8 +1074,8 @@
1074
  {
1075
  "id": "price",
1076
  "label": "가격 반응",
1077
- "score": 0.0,
1078
- "direction": "neutral",
1079
  "sourceRef": "price.score"
1080
  }
1081
  ],
@@ -1087,7 +1087,7 @@
1087
  "basis": "marketBehavior",
1088
  "direction": "supportive",
1089
  "horizon": "latestPeriod",
1090
- "asOf": "2026-08-23",
1091
  "dataAsOf": "2025",
1092
  "period": "2025",
1093
  "status": "observed",
@@ -1107,8 +1107,8 @@
1107
  "basis": "marketBehavior",
1108
  "direction": "unknown",
1109
  "horizon": "latestDecision",
1110
- "asOf": "2026-08-23",
1111
- "dataAsOf": "2026-08-21",
1112
  "period": "2025",
1113
  "status": "derived",
1114
  "sourceRef": "dartlab://quant/earnings",
@@ -1120,17 +1120,17 @@
1120
  "falsifierRefs": [
1121
  "classificationBreak"
1122
  ],
1123
- "relation": "inconclusive"
1124
  },
1125
  {
1126
  "id": "quant.priceReaction",
1127
  "label": "가격 반응",
1128
  "comparisonKey": "marketReaction",
1129
  "basis": "marketBehavior",
1130
- "direction": "neutral",
1131
  "horizon": "currentMarket",
1132
- "asOf": "2026-08-23",
1133
- "dataAsOf": "2026-08-21",
1134
  "period": "2025",
1135
  "status": "observed",
1136
  "sourceRef": "dartlab://quant/verdict",
@@ -1140,7 +1140,7 @@
1140
  "falsifierRefs": [
1141
  "classificationBreak"
1142
  ],
1143
- "value": 0.0
1144
  }
1145
  ],
1146
  "evidence": [
@@ -1165,7 +1165,7 @@
1165
  "kind": "marketReaction",
1166
  "sourceRef": "dartlab://quant/verdict",
1167
  "status": "derived",
1168
- "observedAt": "2026-08-21",
1169
  "detail": "괴리 판정의 price 입력"
1170
  }
1171
  ],
@@ -1193,13 +1193,13 @@
1193
  {
1194
  "id": "reversal",
1195
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1196
- "classification": "reassessment"
1197
  }
1198
  ],
1199
  "falsifiers": [
1200
  {
1201
  "id": "classificationBreak",
1202
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1203
  }
1204
  ],
1205
  "payload": {
@@ -1208,7 +1208,7 @@
1208
  "expectation",
1209
  "price"
1210
  ],
1211
- "classification": "inconclusive"
1212
  }
1213
  },
1214
  "macro": {
@@ -1221,15 +1221,15 @@
1221
  "version": "1"
1222
  },
1223
  "time": {
1224
- "asOf": "2026-08-23",
1225
- "dataAsOf": "2026-08-21",
1226
  "period": null,
1227
- "knowledgeBoundary": "2026-08-23"
1228
  },
1229
  "status": "usable",
1230
  "conclusion": {
1231
- "label": "거시 전파 경로 혼재",
1232
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1233
  },
1234
  "confidence": {
1235
  "level": "high",
@@ -1240,30 +1240,53 @@
1240
  {
1241
  "id": "BAMLH0A0HYM2",
1242
  "label": "미국 HY 스프레드",
1243
- "value": 2.75,
1244
  "unit": "%p",
1245
- "signal": "rising",
1246
- "change": 0.020000000000000018,
1247
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1248
  },
1249
  {
1250
  "id": "BASE_RATE",
1251
  "label": "한국 기준금리",
1252
- "value": 2.75,
1253
  "unit": "%",
1254
- "signal": "flat",
1255
- "change": 0.0,
1256
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1257
  }
1258
  ],
1259
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1260
  "evidence": [
1261
  {
1262
  "id": "macro.driver.BAMLH0A0HYM2",
1263
  "kind": "macroObservation",
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1265
  "status": "observed",
1266
- "observedAt": "2026-08-20",
1267
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1268
  },
1269
  {
@@ -1271,7 +1294,7 @@
1271
  "kind": "macroObservation",
1272
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1273
  "status": "observed",
1274
- "observedAt": "2026-08-21",
1275
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1276
  },
1277
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2018",
 
52
  "representative": "2026"
53
  },
54
  "mixedPeriods": false,
55
+ "retrievedAt": "2026-08-30"
56
  },
57
  "period": "2026",
58
+ "knowledgeBoundary": "2026-08-30"
59
  },
60
  "status": "partial",
61
  "conclusion": {
 
135
  "basis": "companyFundamentals",
136
  "direction": "supportive",
137
  "horizon": "latestPeriod",
138
+ "asOf": "2026-08-30",
139
  "dataAsOf": {
140
  "latestPeriod": "2026",
141
  "earliestPeriod": "2018",
 
167
  "representative": "2026"
168
  },
169
  "mixedPeriods": false,
170
+ "retrievedAt": "2026-08-30"
171
  },
172
  "period": "2025",
173
  "status": "derived",
 
188
  "basis": "companyFundamentals",
189
  "direction": "supportive",
190
  "horizon": "multiYear",
191
+ "asOf": "2026-08-30",
192
  "dataAsOf": {
193
  "latestPeriod": "2026",
194
  "earliestPeriod": "2018",
 
220
  "representative": "2026"
221
  },
222
  "mixedPeriods": false,
223
+ "retrievedAt": "2026-08-30"
224
  },
225
  "period": "2026",
226
  "status": "derived",
 
241
  "basis": "companyFundamentals",
242
  "direction": "neutral",
243
  "horizon": "latestPeriod",
244
+ "asOf": "2026-08-30",
245
  "dataAsOf": {
246
  "latestPeriod": "2026",
247
  "earliestPeriod": "2018",
 
273
  "representative": "2026"
274
  },
275
  "mixedPeriods": false,
276
+ "retrievedAt": "2026-08-30"
277
  },
278
  "period": "2025",
279
  "status": "derived",
 
294
  "basis": "companyFundamentals",
295
  "direction": "supportive",
296
  "horizon": "multiYear",
297
+ "asOf": "2026-08-30",
298
  "dataAsOf": {
299
  "latestPeriod": "2026",
300
  "earliestPeriod": "2018",
 
326
  "representative": "2026"
327
  },
328
  "mixedPeriods": false,
329
+ "retrievedAt": "2026-08-30"
330
  },
331
  "period": "2026",
332
  "status": "derived",
 
609
  "version": "v4.0"
610
  },
611
  "time": {
612
+ "asOf": "2026-08-30",
613
  "dataAsOf": {
614
  "latestPeriod": "2025",
615
+ "retrievedAt": "2026-08-30"
616
  },
617
  "period": "2025",
618
+ "knowledgeBoundary": "2026-08-30"
619
  },
620
  "status": "usable",
621
  "conclusion": {
 
677
  "basis": "creditNarrative",
678
  "direction": "supportive",
679
  "horizon": "latestPeriod",
680
+ "asOf": "2026-08-30",
681
  "dataAsOf": "2025",
682
  "period": "2025",
683
  "status": "derived",
 
696
  "basis": "creditNarrative",
697
  "direction": "neutral",
698
  "horizon": "latestPeriod",
699
+ "asOf": "2026-08-30",
700
  "dataAsOf": "2025",
701
  "period": "2025",
702
  "status": "derived",
 
715
  "basis": "creditNarrative",
716
  "direction": "neutral",
717
  "horizon": "latestPeriod",
718
+ "asOf": "2026-08-30",
719
  "dataAsOf": "2025",
720
  "period": "2025",
721
  "status": "derived",
 
734
  "basis": "creditNarrative",
735
  "direction": "adverse",
736
  "horizon": "latestPeriod",
737
+ "asOf": "2026-08-30",
738
  "dataAsOf": "2025",
739
  "period": "2025",
740
  "status": "derived",
 
899
  "notchAdjustment": null,
900
  "divergenceExplanation": [
901
  "유동성 축이 33점으로 등급 하방 압력",
902
+ "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과",
903
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
904
  ]
905
  }
 
914
  "version": "1"
915
  },
916
  "time": {
917
+ "asOf": "2026-08-30",
918
  "dataAsOf": {
919
  "mappingUpdatedAt": "2026-04-14",
920
  "financialPeriod": null,
921
+ "retrievedAt": "2026-08-30"
922
  },
923
  "period": null,
924
+ "knowledgeBoundary": "2026-08-30"
925
  },
926
  "status": "partial",
927
  "conclusion": {
 
1041
  "version": "1"
1042
  },
1043
  "time": {
1044
+ "asOf": "2026-08-30",
1045
+ "dataAsOf": "2026-08-28",
1046
  "period": "2025",
1047
+ "knowledgeBoundary": "2026-08-30"
1048
  },
1049
  "status": "usable",
1050
  "conclusion": {
1051
+ "label": "펀더멘털과 가격 확인",
1052
+ "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
1053
  },
1054
  "confidence": {
1055
+ "level": "high",
1056
+ "score": 100.0,
1057
  "method": "threeBlockCoverageAndSignalClarity"
1058
  },
1059
  "drivers": [
 
1074
  {
1075
  "id": "price",
1076
  "label": "가격 반응",
1077
+ "score": 0.25,
1078
+ "direction": "positive",
1079
  "sourceRef": "price.score"
1080
  }
1081
  ],
 
1087
  "basis": "marketBehavior",
1088
  "direction": "supportive",
1089
  "horizon": "latestPeriod",
1090
+ "asOf": "2026-08-30",
1091
  "dataAsOf": "2025",
1092
  "period": "2025",
1093
  "status": "observed",
 
1107
  "basis": "marketBehavior",
1108
  "direction": "unknown",
1109
  "horizon": "latestDecision",
1110
+ "asOf": "2026-08-30",
1111
+ "dataAsOf": "2026-08-28",
1112
  "period": "2025",
1113
  "status": "derived",
1114
  "sourceRef": "dartlab://quant/earnings",
 
1120
  "falsifierRefs": [
1121
  "classificationBreak"
1122
  ],
1123
+ "relation": "confirmation"
1124
  },
1125
  {
1126
  "id": "quant.priceReaction",
1127
  "label": "가격 반응",
1128
  "comparisonKey": "marketReaction",
1129
  "basis": "marketBehavior",
1130
+ "direction": "supportive",
1131
  "horizon": "currentMarket",
1132
+ "asOf": "2026-08-30",
1133
+ "dataAsOf": "2026-08-28",
1134
  "period": "2025",
1135
  "status": "observed",
1136
  "sourceRef": "dartlab://quant/verdict",
 
1140
  "falsifierRefs": [
1141
  "classificationBreak"
1142
  ],
1143
+ "value": 0.25
1144
  }
1145
  ],
1146
  "evidence": [
 
1165
  "kind": "marketReaction",
1166
  "sourceRef": "dartlab://quant/verdict",
1167
  "status": "derived",
1168
+ "observedAt": "2026-08-28",
1169
  "detail": "괴리 판정의 price 입력"
1170
  }
1171
  ],
 
1193
  {
1194
  "id": "reversal",
1195
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1196
+ "classification": "inconclusive"
1197
  }
1198
  ],
1199
  "falsifiers": [
1200
  {
1201
  "id": "classificationBreak",
1202
+ "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
1203
  }
1204
  ],
1205
  "payload": {
 
1208
  "expectation",
1209
  "price"
1210
  ],
1211
+ "classification": "confirmation"
1212
  }
1213
  },
1214
  "macro": {
 
1221
  "version": "1"
1222
  },
1223
  "time": {
1224
+ "asOf": "2026-08-30",
1225
+ "dataAsOf": "2026-08-27",
1226
  "period": null,
1227
+ "knowledgeBoundary": "2026-08-30"
1228
  },
1229
  "status": "usable",
1230
  "conclusion": {
1231
+ "label": "거시 역풍 경로 우세",
1232
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1233
  },
1234
  "confidence": {
1235
  "level": "high",
 
1240
  {
1241
  "id": "BAMLH0A0HYM2",
1242
  "label": "미국 HY 스프레드",
1243
+ "value": 2.63,
1244
  "unit": "%p",
1245
+ "signal": "falling",
1246
+ "change": -0.040000000000000036,
1247
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1248
  },
1249
  {
1250
  "id": "BASE_RATE",
1251
  "label": "한국 기준금리",
1252
+ "value": 3.0,
1253
  "unit": "%",
1254
+ "signal": "rising",
1255
+ "change": 0.25,
1256
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1257
  }
1258
  ],
1259
+ "claims": [
1260
+ {
1261
+ "id": "macro.companyTransmission",
1262
+ "label": "기업 직접근거 거시 전달경로",
1263
+ "comparisonKey": "macroTransmission",
1264
+ "basis": "macroCompanyEdges",
1265
+ "direction": "adverse",
1266
+ "horizon": "currentCycle",
1267
+ "asOf": "2026-08-30",
1268
+ "dataAsOf": "2026-08-27",
1269
+ "period": null,
1270
+ "status": "derived",
1271
+ "sourceRef": "dartlab://analysis/000220/product/drivers/debtRatio",
1272
+ "evidenceRefs": [
1273
+ "macro.company.analysis.debtRatio",
1274
+ "macro.company.analysis.interestCoverage"
1275
+ ],
1276
+ "falsifierRefs": [
1277
+ "rate-debt-interest.0",
1278
+ "rate-debt-interest.1",
1279
+ "rate-debt-interest.2"
1280
+ ]
1281
+ }
1282
+ ],
1283
  "evidence": [
1284
  {
1285
  "id": "macro.driver.BAMLH0A0HYM2",
1286
  "kind": "macroObservation",
1287
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1288
  "status": "observed",
1289
+ "observedAt": "2026-08-27",
1290
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1291
  },
1292
  {
 
1294
  "kind": "macroObservation",
1295
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1296
  "status": "observed",
1297
+ "observedAt": "2026-08-27",
1298
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1299
  },
1300
  {
landing/lenses/000230.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "supportive",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -916,7 +916,7 @@
916
  },
917
  "divergenceExplanation": [
918
  "유동성 축이 32점으로 등급 하방 압력",
919
- "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.69%). 최근 주가 하락이 반영된 결과",
920
  "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영",
921
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
922
  ]
@@ -932,14 +932,14 @@
932
  "version": "1"
933
  },
934
  "time": {
935
- "asOf": "2026-08-23",
936
  "dataAsOf": {
937
  "mappingUpdatedAt": "2026-04-14",
938
  "financialPeriod": null,
939
- "retrievedAt": "2026-08-23"
940
  },
941
  "period": null,
942
- "knowledgeBoundary": "2026-08-23"
943
  },
944
  "status": "partial",
945
  "conclusion": {
@@ -1059,19 +1059,19 @@
1059
  "version": "1"
1060
  },
1061
  "time": {
1062
- "asOf": "2026-08-23",
1063
- "dataAsOf": "2026-08-21",
1064
  "period": "2025",
1065
- "knowledgeBoundary": "2026-08-23"
1066
  },
1067
  "status": "usable",
1068
  "conclusion": {
1069
- "label": "괴리 판단 보류",
1070
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1071
  },
1072
  "confidence": {
1073
- "level": "medium",
1074
- "score": 65.0,
1075
  "method": "threeBlockCoverageAndSignalClarity"
1076
  },
1077
  "drivers": [
@@ -1092,8 +1092,8 @@
1092
  {
1093
  "id": "price",
1094
  "label": "가격 반응",
1095
- "score": 0.0,
1096
- "direction": "neutral",
1097
  "sourceRef": "price.score"
1098
  }
1099
  ],
@@ -1105,7 +1105,7 @@
1105
  "basis": "marketBehavior",
1106
  "direction": "supportive",
1107
  "horizon": "latestPeriod",
1108
- "asOf": "2026-08-23",
1109
  "dataAsOf": "2025",
1110
  "period": "2025",
1111
  "status": "observed",
@@ -1125,8 +1125,8 @@
1125
  "basis": "marketBehavior",
1126
  "direction": "unknown",
1127
  "horizon": "latestDecision",
1128
- "asOf": "2026-08-23",
1129
- "dataAsOf": "2026-08-21",
1130
  "period": "2025",
1131
  "status": "derived",
1132
  "sourceRef": "dartlab://quant/earnings",
@@ -1138,17 +1138,17 @@
1138
  "falsifierRefs": [
1139
  "classificationBreak"
1140
  ],
1141
- "relation": "inconclusive"
1142
  },
1143
  {
1144
  "id": "quant.priceReaction",
1145
  "label": "가격 반응",
1146
  "comparisonKey": "marketReaction",
1147
  "basis": "marketBehavior",
1148
- "direction": "neutral",
1149
  "horizon": "currentMarket",
1150
- "asOf": "2026-08-23",
1151
- "dataAsOf": "2026-08-21",
1152
  "period": "2025",
1153
  "status": "observed",
1154
  "sourceRef": "dartlab://quant/verdict",
@@ -1158,7 +1158,7 @@
1158
  "falsifierRefs": [
1159
  "classificationBreak"
1160
  ],
1161
- "value": 0.0
1162
  }
1163
  ],
1164
  "evidence": [
@@ -1183,7 +1183,7 @@
1183
  "kind": "marketReaction",
1184
  "sourceRef": "dartlab://quant/verdict",
1185
  "status": "derived",
1186
- "observedAt": "2026-08-21",
1187
  "detail": "괴리 판정의 price 입력"
1188
  }
1189
  ],
@@ -1211,13 +1211,13 @@
1211
  {
1212
  "id": "reversal",
1213
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1214
- "classification": "reassessment"
1215
  }
1216
  ],
1217
  "falsifiers": [
1218
  {
1219
  "id": "classificationBreak",
1220
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1221
  }
1222
  ],
1223
  "payload": {
@@ -1226,7 +1226,7 @@
1226
  "expectation",
1227
  "price"
1228
  ],
1229
- "classification": "inconclusive"
1230
  }
1231
  },
1232
  "macro": {
@@ -1239,15 +1239,15 @@
1239
  "version": "1"
1240
  },
1241
  "time": {
1242
- "asOf": "2026-08-23",
1243
- "dataAsOf": "2026-08-21",
1244
  "period": null,
1245
- "knowledgeBoundary": "2026-08-23"
1246
  },
1247
  "status": "partial",
1248
  "conclusion": {
1249
- "label": "거시 전파 경로 혼재",
1250
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1251
  },
1252
  "confidence": {
1253
  "level": "medium",
@@ -1258,19 +1258,19 @@
1258
  {
1259
  "id": "BAMLH0A0HYM2",
1260
  "label": "미국 HY 스프레드",
1261
- "value": 2.75,
1262
  "unit": "%p",
1263
- "signal": "rising",
1264
- "change": 0.020000000000000018,
1265
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1266
  },
1267
  {
1268
  "id": "BASE_RATE",
1269
  "label": "한국 기준금리",
1270
- "value": 2.75,
1271
  "unit": "%",
1272
- "signal": "flat",
1273
- "change": 0.0,
1274
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1275
  },
1276
  {
@@ -1285,21 +1285,44 @@
1285
  {
1286
  "id": "DCOILWTICO",
1287
  "label": "WTI",
1288
- "value": 86.48,
1289
  "unit": "$",
1290
- "signal": "rising",
1291
- "change": 0.4399999999999977,
1292
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1293
  }
1294
  ],
1295
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1296
  "evidence": [
1297
  {
1298
  "id": "macro.driver.BAMLH0A0HYM2",
1299
  "kind": "macroObservation",
1300
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1301
  "status": "observed",
1302
- "observedAt": "2026-08-20",
1303
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1304
  },
1305
  {
@@ -1307,7 +1330,7 @@
1307
  "kind": "macroObservation",
1308
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1309
  "status": "observed",
1310
- "observedAt": "2026-08-21",
1311
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1312
  },
1313
  {
@@ -1323,7 +1346,7 @@
1323
  "kind": "macroObservation",
1324
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1325
  "status": "observed",
1326
- "observedAt": "2026-08-18",
1327
  "detail": "WTI 최신 관측과 직전 변화"
1328
  },
1329
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "supportive",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
916
  },
917
  "divergenceExplanation": [
918
  "유동성 축이 32점으로 등급 하방 압력",
919
+ "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.06%). 최근 주가 하락이 반영된 결과",
920
  "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영",
921
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
922
  ]
 
932
  "version": "1"
933
  },
934
  "time": {
935
+ "asOf": "2026-08-30",
936
  "dataAsOf": {
937
  "mappingUpdatedAt": "2026-04-14",
938
  "financialPeriod": null,
939
+ "retrievedAt": "2026-08-30"
940
  },
941
  "period": null,
942
+ "knowledgeBoundary": "2026-08-30"
943
  },
944
  "status": "partial",
945
  "conclusion": {
 
1059
  "version": "1"
1060
  },
1061
  "time": {
1062
+ "asOf": "2026-08-30",
1063
+ "dataAsOf": "2026-08-28",
1064
  "period": "2025",
1065
+ "knowledgeBoundary": "2026-08-30"
1066
  },
1067
  "status": "usable",
1068
  "conclusion": {
1069
+ "label": "펀더멘털과 가격 확인",
1070
+ "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
1071
  },
1072
  "confidence": {
1073
+ "level": "high",
1074
+ "score": 100.0,
1075
  "method": "threeBlockCoverageAndSignalClarity"
1076
  },
1077
  "drivers": [
 
1092
  {
1093
  "id": "price",
1094
  "label": "가격 반응",
1095
+ "score": 0.5,
1096
+ "direction": "positive",
1097
  "sourceRef": "price.score"
1098
  }
1099
  ],
 
1105
  "basis": "marketBehavior",
1106
  "direction": "supportive",
1107
  "horizon": "latestPeriod",
1108
+ "asOf": "2026-08-30",
1109
  "dataAsOf": "2025",
1110
  "period": "2025",
1111
  "status": "observed",
 
1125
  "basis": "marketBehavior",
1126
  "direction": "unknown",
1127
  "horizon": "latestDecision",
1128
+ "asOf": "2026-08-30",
1129
+ "dataAsOf": "2026-08-28",
1130
  "period": "2025",
1131
  "status": "derived",
1132
  "sourceRef": "dartlab://quant/earnings",
 
1138
  "falsifierRefs": [
1139
  "classificationBreak"
1140
  ],
1141
+ "relation": "confirmation"
1142
  },
1143
  {
1144
  "id": "quant.priceReaction",
1145
  "label": "가격 반응",
1146
  "comparisonKey": "marketReaction",
1147
  "basis": "marketBehavior",
1148
+ "direction": "supportive",
1149
  "horizon": "currentMarket",
1150
+ "asOf": "2026-08-30",
1151
+ "dataAsOf": "2026-08-28",
1152
  "period": "2025",
1153
  "status": "observed",
1154
  "sourceRef": "dartlab://quant/verdict",
 
1158
  "falsifierRefs": [
1159
  "classificationBreak"
1160
  ],
1161
+ "value": 0.5
1162
  }
1163
  ],
1164
  "evidence": [
 
1183
  "kind": "marketReaction",
1184
  "sourceRef": "dartlab://quant/verdict",
1185
  "status": "derived",
1186
+ "observedAt": "2026-08-28",
1187
  "detail": "괴리 판정의 price 입력"
1188
  }
1189
  ],
 
1211
  {
1212
  "id": "reversal",
1213
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1214
+ "classification": "inconclusive"
1215
  }
1216
  ],
1217
  "falsifiers": [
1218
  {
1219
  "id": "classificationBreak",
1220
+ "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
1221
  }
1222
  ],
1223
  "payload": {
 
1226
  "expectation",
1227
  "price"
1228
  ],
1229
+ "classification": "confirmation"
1230
  }
1231
  },
1232
  "macro": {
 
1239
  "version": "1"
1240
  },
1241
  "time": {
1242
+ "asOf": "2026-08-30",
1243
+ "dataAsOf": "2026-08-27",
1244
  "period": null,
1245
+ "knowledgeBoundary": "2026-08-30"
1246
  },
1247
  "status": "partial",
1248
  "conclusion": {
1249
+ "label": "거시 역풍 경로 우세",
1250
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4��와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1251
  },
1252
  "confidence": {
1253
  "level": "medium",
 
1258
  {
1259
  "id": "BAMLH0A0HYM2",
1260
  "label": "미국 HY 스프레드",
1261
+ "value": 2.63,
1262
  "unit": "%p",
1263
+ "signal": "falling",
1264
+ "change": -0.040000000000000036,
1265
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1266
  },
1267
  {
1268
  "id": "BASE_RATE",
1269
  "label": "한국 기준금리",
1270
+ "value": 3.0,
1271
  "unit": "%",
1272
+ "signal": "rising",
1273
+ "change": 0.25,
1274
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1275
  },
1276
  {
 
1285
  {
1286
  "id": "DCOILWTICO",
1287
  "label": "WTI",
1288
+ "value": 83.9,
1289
  "unit": "$",
1290
+ "signal": "falling",
1291
+ "change": -2.4399999999999977,
1292
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1293
  }
1294
  ],
1295
+ "claims": [
1296
+ {
1297
+ "id": "macro.companyTransmission",
1298
+ "label": "기업 직접근거 거시 전달경로",
1299
+ "comparisonKey": "macroTransmission",
1300
+ "basis": "macroCompanyEdges",
1301
+ "direction": "adverse",
1302
+ "horizon": "currentCycle",
1303
+ "asOf": "2026-08-30",
1304
+ "dataAsOf": "2026-08-27",
1305
+ "period": null,
1306
+ "status": "derived",
1307
+ "sourceRef": "dartlab://analysis/000230/product/drivers/debtRatio",
1308
+ "evidenceRefs": [
1309
+ "macro.company.analysis.debtRatio",
1310
+ "macro.company.analysis.interestCoverage"
1311
+ ],
1312
+ "falsifierRefs": [
1313
+ "rate-debt-interest.0",
1314
+ "rate-debt-interest.1",
1315
+ "rate-debt-interest.2"
1316
+ ]
1317
+ }
1318
+ ],
1319
  "evidence": [
1320
  {
1321
  "id": "macro.driver.BAMLH0A0HYM2",
1322
  "kind": "macroObservation",
1323
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1324
  "status": "observed",
1325
+ "observedAt": "2026-08-27",
1326
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1327
  },
1328
  {
 
1330
  "kind": "macroObservation",
1331
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1332
  "status": "observed",
1333
+ "observedAt": "2026-08-27",
1334
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1335
  },
1336
  {
 
1346
  "kind": "macroObservation",
1347
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1348
  "status": "observed",
1349
+ "observedAt": "2026-08-25",
1350
  "detail": "WTI 최신 관측과 직전 변화"
1351
  },
1352
  {
landing/lenses/000240.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "neutral",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "supportive",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -620,13 +620,13 @@
620
  "version": "v4.1-TrackB-diagnostic"
621
  },
622
  "time": {
623
- "asOf": "2026-08-23",
624
  "dataAsOf": {
625
  "latestPeriod": "2025",
626
- "retrievedAt": "2026-08-23"
627
  },
628
  "period": "2025",
629
- "knowledgeBoundary": "2026-08-23"
630
  },
631
  "status": "blocked",
632
  "conclusion": {
@@ -775,14 +775,14 @@
775
  "version": "1"
776
  },
777
  "time": {
778
- "asOf": "2026-08-23",
779
  "dataAsOf": {
780
  "mappingUpdatedAt": "2026-04-14",
781
  "financialPeriod": null,
782
- "retrievedAt": "2026-08-23"
783
  },
784
  "period": null,
785
- "knowledgeBoundary": "2026-08-23"
786
  },
787
  "status": "partial",
788
  "conclusion": {
@@ -902,10 +902,10 @@
902
  "version": "1"
903
  },
904
  "time": {
905
- "asOf": "2026-08-23",
906
- "dataAsOf": "2026-08-21",
907
  "period": "2025",
908
- "knowledgeBoundary": "2026-08-23"
909
  },
910
  "status": "usable",
911
  "conclusion": {
@@ -935,7 +935,7 @@
935
  {
936
  "id": "price",
937
  "label": "가격 반응",
938
- "score": -0.25,
939
  "direction": "negative",
940
  "sourceRef": "price.score"
941
  }
@@ -948,7 +948,7 @@
948
  "basis": "marketBehavior",
949
  "direction": "supportive",
950
  "horizon": "latestPeriod",
951
- "asOf": "2026-08-23",
952
  "dataAsOf": "2025",
953
  "period": "2025",
954
  "status": "observed",
@@ -968,8 +968,8 @@
968
  "basis": "marketBehavior",
969
  "direction": "unknown",
970
  "horizon": "latestDecision",
971
- "asOf": "2026-08-23",
972
- "dataAsOf": "2026-08-21",
973
  "period": "2025",
974
  "status": "derived",
975
  "sourceRef": "dartlab://quant/earnings",
@@ -990,8 +990,8 @@
990
  "basis": "marketBehavior",
991
  "direction": "adverse",
992
  "horizon": "currentMarket",
993
- "asOf": "2026-08-23",
994
- "dataAsOf": "2026-08-21",
995
  "period": "2025",
996
  "status": "observed",
997
  "sourceRef": "dartlab://quant/verdict",
@@ -1001,7 +1001,7 @@
1001
  "falsifierRefs": [
1002
  "classificationBreak"
1003
  ],
1004
- "value": -0.25
1005
  }
1006
  ],
1007
  "evidence": [
@@ -1026,7 +1026,7 @@
1026
  "kind": "marketReaction",
1027
  "sourceRef": "dartlab://quant/verdict",
1028
  "status": "derived",
1029
- "observedAt": "2026-08-21",
1030
  "detail": "괴리 판정의 price 입력"
1031
  }
1032
  ],
@@ -1082,15 +1082,15 @@
1082
  "version": "1"
1083
  },
1084
  "time": {
1085
- "asOf": "2026-08-23",
1086
- "dataAsOf": "2026-08-21",
1087
  "period": null,
1088
- "knowledgeBoundary": "2026-08-23"
1089
  },
1090
  "status": "partial",
1091
  "conclusion": {
1092
- "label": "거시 전파 경로 혼재",
1093
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1094
  },
1095
  "confidence": {
1096
  "level": "medium",
@@ -1101,30 +1101,53 @@
1101
  {
1102
  "id": "BAMLH0A0HYM2",
1103
  "label": "미국 HY 스프레드",
1104
- "value": 2.75,
1105
  "unit": "%p",
1106
- "signal": "rising",
1107
- "change": 0.020000000000000018,
1108
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1109
  },
1110
  {
1111
  "id": "BASE_RATE",
1112
  "label": "한국 기준금리",
1113
- "value": 2.75,
1114
  "unit": "%",
1115
- "signal": "flat",
1116
- "change": 0.0,
1117
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1118
  }
1119
  ],
1120
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1121
  "evidence": [
1122
  {
1123
  "id": "macro.driver.BAMLH0A0HYM2",
1124
  "kind": "macroObservation",
1125
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1126
  "status": "observed",
1127
- "observedAt": "2026-08-20",
1128
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1129
  },
1130
  {
@@ -1132,7 +1155,7 @@
1132
  "kind": "macroObservation",
1133
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1134
  "status": "observed",
1135
- "observedAt": "2026-08-21",
1136
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1137
  },
1138
  {
@@ -1378,7 +1401,7 @@
1378
  "patternId": "fundamentalPriceDivergence",
1379
  "kind": "divergence",
1380
  "status": "active",
1381
- "asOf": "2026-08-23",
1382
  "headline": {
1383
  "kr": "펀더멘털과 가격 반응이 갈립니다",
1384
  "en": "Fundamentals and price reaction diverge"
@@ -1400,7 +1423,7 @@
1400
  "basis": "marketBehavior",
1401
  "direction": "supportive",
1402
  "horizon": "latestPeriod",
1403
- "asOf": "2026-08-23",
1404
  "dataAsOf": "2025",
1405
  "period": "2025",
1406
  "status": "observed",
@@ -1418,15 +1441,15 @@
1418
  "basis": "marketBehavior",
1419
  "direction": "adverse",
1420
  "horizon": "currentMarket",
1421
- "asOf": "2026-08-23",
1422
- "dataAsOf": "2026-08-21",
1423
  "period": "2025",
1424
  "status": "observed",
1425
  "sourceRef": "dartlab://quant/verdict",
1426
  "evidenceRefs": [
1427
  "quant.price"
1428
  ],
1429
- "value": -0.25
1430
  }
1431
  ],
1432
  "falsifiers": [
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "neutral",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "supportive",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
620
  "version": "v4.1-TrackB-diagnostic"
621
  },
622
  "time": {
623
+ "asOf": "2026-08-30",
624
  "dataAsOf": {
625
  "latestPeriod": "2025",
626
+ "retrievedAt": "2026-08-30"
627
  },
628
  "period": "2025",
629
+ "knowledgeBoundary": "2026-08-30"
630
  },
631
  "status": "blocked",
632
  "conclusion": {
 
775
  "version": "1"
776
  },
777
  "time": {
778
+ "asOf": "2026-08-30",
779
  "dataAsOf": {
780
  "mappingUpdatedAt": "2026-04-14",
781
  "financialPeriod": null,
782
+ "retrievedAt": "2026-08-30"
783
  },
784
  "period": null,
785
+ "knowledgeBoundary": "2026-08-30"
786
  },
787
  "status": "partial",
788
  "conclusion": {
 
902
  "version": "1"
903
  },
904
  "time": {
905
+ "asOf": "2026-08-30",
906
+ "dataAsOf": "2026-08-28",
907
  "period": "2025",
908
+ "knowledgeBoundary": "2026-08-30"
909
  },
910
  "status": "usable",
911
  "conclusion": {
 
935
  {
936
  "id": "price",
937
  "label": "가격 반응",
938
+ "score": -0.5,
939
  "direction": "negative",
940
  "sourceRef": "price.score"
941
  }
 
948
  "basis": "marketBehavior",
949
  "direction": "supportive",
950
  "horizon": "latestPeriod",
951
+ "asOf": "2026-08-30",
952
  "dataAsOf": "2025",
953
  "period": "2025",
954
  "status": "observed",
 
968
  "basis": "marketBehavior",
969
  "direction": "unknown",
970
  "horizon": "latestDecision",
971
+ "asOf": "2026-08-30",
972
+ "dataAsOf": "2026-08-28",
973
  "period": "2025",
974
  "status": "derived",
975
  "sourceRef": "dartlab://quant/earnings",
 
990
  "basis": "marketBehavior",
991
  "direction": "adverse",
992
  "horizon": "currentMarket",
993
+ "asOf": "2026-08-30",
994
+ "dataAsOf": "2026-08-28",
995
  "period": "2025",
996
  "status": "observed",
997
  "sourceRef": "dartlab://quant/verdict",
 
1001
  "falsifierRefs": [
1002
  "classificationBreak"
1003
  ],
1004
+ "value": -0.5
1005
  }
1006
  ],
1007
  "evidence": [
 
1026
  "kind": "marketReaction",
1027
  "sourceRef": "dartlab://quant/verdict",
1028
  "status": "derived",
1029
+ "observedAt": "2026-08-28",
1030
  "detail": "괴리 판정의 price 입력"
1031
  }
1032
  ],
 
1082
  "version": "1"
1083
  },
1084
  "time": {
1085
+ "asOf": "2026-08-30",
1086
+ "dataAsOf": "2026-08-27",
1087
  "period": null,
1088
+ "knowledgeBoundary": "2026-08-30"
1089
  },
1090
  "status": "partial",
1091
  "conclusion": {
1092
+ "label": "거시 역풍 경로 우세",
1093
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1094
  },
1095
  "confidence": {
1096
  "level": "medium",
 
1101
  {
1102
  "id": "BAMLH0A0HYM2",
1103
  "label": "미국 HY 스프레드",
1104
+ "value": 2.63,
1105
  "unit": "%p",
1106
+ "signal": "falling",
1107
+ "change": -0.040000000000000036,
1108
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1109
  },
1110
  {
1111
  "id": "BASE_RATE",
1112
  "label": "한국 기준금리",
1113
+ "value": 3.0,
1114
  "unit": "%",
1115
+ "signal": "rising",
1116
+ "change": 0.25,
1117
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1118
  }
1119
  ],
1120
+ "claims": [
1121
+ {
1122
+ "id": "macro.companyTransmission",
1123
+ "label": "기업 직접근거 거시 전달경로",
1124
+ "comparisonKey": "macroTransmission",
1125
+ "basis": "macroCompanyEdges",
1126
+ "direction": "adverse",
1127
+ "horizon": "currentCycle",
1128
+ "asOf": "2026-08-30",
1129
+ "dataAsOf": "2026-08-27",
1130
+ "period": null,
1131
+ "status": "derived",
1132
+ "sourceRef": "dartlab://analysis/000240/product/drivers/debtRatio",
1133
+ "evidenceRefs": [
1134
+ "macro.company.analysis.debtRatio",
1135
+ "macro.company.analysis.interestCoverage"
1136
+ ],
1137
+ "falsifierRefs": [
1138
+ "rate-debt-interest.0",
1139
+ "rate-debt-interest.1",
1140
+ "rate-debt-interest.2"
1141
+ ]
1142
+ }
1143
+ ],
1144
  "evidence": [
1145
  {
1146
  "id": "macro.driver.BAMLH0A0HYM2",
1147
  "kind": "macroObservation",
1148
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1149
  "status": "observed",
1150
+ "observedAt": "2026-08-27",
1151
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1152
  },
1153
  {
 
1155
  "kind": "macroObservation",
1156
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1157
  "status": "observed",
1158
+ "observedAt": "2026-08-27",
1159
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1160
  },
1161
  {
 
1401
  "patternId": "fundamentalPriceDivergence",
1402
  "kind": "divergence",
1403
  "status": "active",
1404
+ "asOf": "2026-08-30",
1405
  "headline": {
1406
  "kr": "펀더멘털과 가격 반응이 갈립니다",
1407
  "en": "Fundamentals and price reaction diverge"
 
1423
  "basis": "marketBehavior",
1424
  "direction": "supportive",
1425
  "horizon": "latestPeriod",
1426
+ "asOf": "2026-08-30",
1427
  "dataAsOf": "2025",
1428
  "period": "2025",
1429
  "status": "observed",
 
1441
  "basis": "marketBehavior",
1442
  "direction": "adverse",
1443
  "horizon": "currentMarket",
1444
+ "asOf": "2026-08-30",
1445
+ "dataAsOf": "2026-08-28",
1446
  "period": "2025",
1447
  "status": "observed",
1448
  "sourceRef": "dartlab://quant/verdict",
1449
  "evidenceRefs": [
1450
  "quant.price"
1451
  ],
1452
+ "value": -0.5
1453
  }
1454
  ],
1455
  "falsifiers": [
landing/lenses/000250.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "neutral",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -931,14 +931,14 @@
931
  "version": "1"
932
  },
933
  "time": {
934
- "asOf": "2026-08-23",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
- "retrievedAt": "2026-08-23"
939
  },
940
  "period": null,
941
- "knowledgeBoundary": "2026-08-23"
942
  },
943
  "status": "partial",
944
  "conclusion": {
@@ -1058,19 +1058,19 @@
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
- "asOf": "2026-08-23",
1062
- "dataAsOf": "2026-08-21",
1063
  "period": "2025",
1064
- "knowledgeBoundary": "2026-08-23"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
1068
- "label": "괴리 판단 보류",
1069
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1070
  },
1071
  "confidence": {
1072
- "level": "medium",
1073
- "score": 65.0,
1074
  "method": "threeBlockCoverageAndSignalClarity"
1075
  },
1076
  "drivers": [
@@ -1091,8 +1091,8 @@
1091
  {
1092
  "id": "price",
1093
  "label": "가격 반응",
1094
- "score": 0.0,
1095
- "direction": "neutral",
1096
  "sourceRef": "price.score"
1097
  }
1098
  ],
@@ -1104,7 +1104,7 @@
1104
  "basis": "marketBehavior",
1105
  "direction": "neutral",
1106
  "horizon": "latestPeriod",
1107
- "asOf": "2026-08-23",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
@@ -1124,8 +1124,8 @@
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
- "asOf": "2026-08-23",
1128
- "dataAsOf": "2026-08-21",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
@@ -1137,17 +1137,17 @@
1137
  "falsifierRefs": [
1138
  "classificationBreak"
1139
  ],
1140
- "relation": "inconclusive"
1141
  },
1142
  {
1143
  "id": "quant.priceReaction",
1144
  "label": "가격 반응",
1145
  "comparisonKey": "marketReaction",
1146
  "basis": "marketBehavior",
1147
- "direction": "neutral",
1148
  "horizon": "currentMarket",
1149
- "asOf": "2026-08-23",
1150
- "dataAsOf": "2026-08-21",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
@@ -1157,7 +1157,7 @@
1157
  "falsifierRefs": [
1158
  "classificationBreak"
1159
  ],
1160
- "value": 0.0
1161
  }
1162
  ],
1163
  "evidence": [
@@ -1182,7 +1182,7 @@
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
- "observedAt": "2026-08-21",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
@@ -1216,7 +1216,7 @@
1216
  "falsifiers": [
1217
  {
1218
  "id": "classificationBreak",
1219
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1220
  }
1221
  ],
1222
  "payload": {
@@ -1225,7 +1225,7 @@
1225
  "expectation",
1226
  "price"
1227
  ],
1228
- "classification": "inconclusive"
1229
  }
1230
  },
1231
  "macro": {
@@ -1238,15 +1238,15 @@
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
- "asOf": "2026-08-23",
1242
- "dataAsOf": "2026-08-21",
1243
  "period": null,
1244
- "knowledgeBoundary": "2026-08-23"
1245
  },
1246
  "status": "usable",
1247
  "conclusion": {
1248
- "label": "거시 전파 경로 혼재",
1249
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "high",
@@ -1257,30 +1257,53 @@
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
- "value": 2.75,
1261
  "unit": "%p",
1262
- "signal": "rising",
1263
- "change": 0.020000000000000018,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
- "value": 2.75,
1270
  "unit": "%",
1271
- "signal": "flat",
1272
- "change": 0.0,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  }
1275
  ],
1276
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1277
  "evidence": [
1278
  {
1279
  "id": "macro.driver.BAMLH0A0HYM2",
1280
  "kind": "macroObservation",
1281
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1282
  "status": "observed",
1283
- "observedAt": "2026-08-20",
1284
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1285
  },
1286
  {
@@ -1288,7 +1311,7 @@
1288
  "kind": "macroObservation",
1289
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1290
  "status": "observed",
1291
- "observedAt": "2026-08-21",
1292
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1293
  },
1294
  {
@@ -1464,8 +1487,8 @@
1464
  "evaluations": [
1465
  {
1466
  "patternId": "fundamentalPriceDivergence",
1467
- "status": "clear",
1468
- "reason": "aligned"
1469
  },
1470
  {
1471
  "patternId": "earningsCashDivergence",
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "neutral",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
931
  "version": "1"
932
  },
933
  "time": {
934
+ "asOf": "2026-08-30",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
+ "retrievedAt": "2026-08-30"
939
  },
940
  "period": null,
941
+ "knowledgeBoundary": "2026-08-30"
942
  },
943
  "status": "partial",
944
  "conclusion": {
 
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
+ "asOf": "2026-08-30",
1062
+ "dataAsOf": "2026-08-28",
1063
  "period": "2025",
1064
+ "knowledgeBoundary": "2026-08-30"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
1068
+ "label": "펀더멘털 개선 미반영",
1069
+ "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다."
1070
  },
1071
  "confidence": {
1072
+ "level": "high",
1073
+ "score": 100.0,
1074
  "method": "threeBlockCoverageAndSignalClarity"
1075
  },
1076
  "drivers": [
 
1091
  {
1092
  "id": "price",
1093
  "label": "가격 반응",
1094
+ "score": -0.5,
1095
+ "direction": "negative",
1096
  "sourceRef": "price.score"
1097
  }
1098
  ],
 
1104
  "basis": "marketBehavior",
1105
  "direction": "neutral",
1106
  "horizon": "latestPeriod",
1107
+ "asOf": "2026-08-30",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
 
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
+ "asOf": "2026-08-30",
1128
+ "dataAsOf": "2026-08-28",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
 
1137
  "falsifierRefs": [
1138
  "classificationBreak"
1139
  ],
1140
+ "relation": "underReaction"
1141
  },
1142
  {
1143
  "id": "quant.priceReaction",
1144
  "label": "가격 반응",
1145
  "comparisonKey": "marketReaction",
1146
  "basis": "marketBehavior",
1147
+ "direction": "adverse",
1148
  "horizon": "currentMarket",
1149
+ "asOf": "2026-08-30",
1150
+ "dataAsOf": "2026-08-28",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
 
1157
  "falsifierRefs": [
1158
  "classificationBreak"
1159
  ],
1160
+ "value": -0.5
1161
  }
1162
  ],
1163
  "evidence": [
 
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
+ "observedAt": "2026-08-28",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
 
1216
  "falsifiers": [
1217
  {
1218
  "id": "classificationBreak",
1219
+ "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨"
1220
  }
1221
  ],
1222
  "payload": {
 
1225
  "expectation",
1226
  "price"
1227
  ],
1228
+ "classification": "underReaction"
1229
  }
1230
  },
1231
  "macro": {
 
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
+ "asOf": "2026-08-30",
1242
+ "dataAsOf": "2026-08-27",
1243
  "period": null,
1244
+ "knowledgeBoundary": "2026-08-30"
1245
  },
1246
  "status": "usable",
1247
  "conclusion": {
1248
+ "label": "거시 역풍 경로 우세",
1249
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "high",
 
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
+ "value": 2.63,
1261
  "unit": "%p",
1262
+ "signal": "falling",
1263
+ "change": -0.040000000000000036,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
+ "value": 3.0,
1270
  "unit": "%",
1271
+ "signal": "rising",
1272
+ "change": 0.25,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  }
1275
  ],
1276
+ "claims": [
1277
+ {
1278
+ "id": "macro.companyTransmission",
1279
+ "label": "기업 직접근거 거시 전달경로",
1280
+ "comparisonKey": "macroTransmission",
1281
+ "basis": "macroCompanyEdges",
1282
+ "direction": "adverse",
1283
+ "horizon": "currentCycle",
1284
+ "asOf": "2026-08-30",
1285
+ "dataAsOf": "2026-08-27",
1286
+ "period": null,
1287
+ "status": "derived",
1288
+ "sourceRef": "dartlab://analysis/000250/product/drivers/debtRatio",
1289
+ "evidenceRefs": [
1290
+ "macro.company.analysis.debtRatio",
1291
+ "macro.company.analysis.interestCoverage"
1292
+ ],
1293
+ "falsifierRefs": [
1294
+ "rate-debt-interest.0",
1295
+ "rate-debt-interest.1",
1296
+ "rate-debt-interest.2"
1297
+ ]
1298
+ }
1299
+ ],
1300
  "evidence": [
1301
  {
1302
  "id": "macro.driver.BAMLH0A0HYM2",
1303
  "kind": "macroObservation",
1304
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1305
  "status": "observed",
1306
+ "observedAt": "2026-08-27",
1307
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1308
  },
1309
  {
 
1311
  "kind": "macroObservation",
1312
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1313
  "status": "observed",
1314
+ "observedAt": "2026-08-27",
1315
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1316
  },
1317
  {
 
1487
  "evaluations": [
1488
  {
1489
  "patternId": "fundamentalPriceDivergence",
1490
+ "status": "blocked",
1491
+ "reason": "claimConflict"
1492
  },
1493
  {
1494
  "patternId": "earningsCashDivergence",
landing/lenses/000270.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2018",
@@ -52,10 +52,10 @@
52
  "representative": "2026"
53
  },
54
  "mixedPeriods": false,
55
- "retrievedAt": "2026-08-23"
56
  },
57
  "period": "2026",
58
- "knowledgeBoundary": "2026-08-23"
59
  },
60
  "status": "partial",
61
  "conclusion": {
@@ -135,7 +135,7 @@
135
  "basis": "companyFundamentals",
136
  "direction": "supportive",
137
  "horizon": "latestPeriod",
138
- "asOf": "2026-08-23",
139
  "dataAsOf": {
140
  "latestPeriod": "2026",
141
  "earliestPeriod": "2018",
@@ -167,7 +167,7 @@
167
  "representative": "2026"
168
  },
169
  "mixedPeriods": false,
170
- "retrievedAt": "2026-08-23"
171
  },
172
  "period": "2025",
173
  "status": "derived",
@@ -188,7 +188,7 @@
188
  "basis": "companyFundamentals",
189
  "direction": "supportive",
190
  "horizon": "multiYear",
191
- "asOf": "2026-08-23",
192
  "dataAsOf": {
193
  "latestPeriod": "2026",
194
  "earliestPeriod": "2018",
@@ -220,7 +220,7 @@
220
  "representative": "2026"
221
  },
222
  "mixedPeriods": false,
223
- "retrievedAt": "2026-08-23"
224
  },
225
  "period": "2026",
226
  "status": "derived",
@@ -241,7 +241,7 @@
241
  "basis": "companyFundamentals",
242
  "direction": "neutral",
243
  "horizon": "latestPeriod",
244
- "asOf": "2026-08-23",
245
  "dataAsOf": {
246
  "latestPeriod": "2026",
247
  "earliestPeriod": "2018",
@@ -273,7 +273,7 @@
273
  "representative": "2026"
274
  },
275
  "mixedPeriods": false,
276
- "retrievedAt": "2026-08-23"
277
  },
278
  "period": "2025",
279
  "status": "derived",
@@ -294,7 +294,7 @@
294
  "basis": "companyFundamentals",
295
  "direction": "supportive",
296
  "horizon": "multiYear",
297
- "asOf": "2026-08-23",
298
  "dataAsOf": {
299
  "latestPeriod": "2026",
300
  "earliestPeriod": "2018",
@@ -326,7 +326,7 @@
326
  "representative": "2026"
327
  },
328
  "mixedPeriods": false,
329
- "retrievedAt": "2026-08-23"
330
  },
331
  "period": "2026",
332
  "status": "derived",
@@ -610,13 +610,13 @@
610
  "version": "v4.0"
611
  },
612
  "time": {
613
- "asOf": "2026-08-23",
614
  "dataAsOf": {
615
  "latestPeriod": "2025",
616
- "retrievedAt": "2026-08-23"
617
  },
618
  "period": "2025",
619
- "knowledgeBoundary": "2026-08-23"
620
  },
621
  "status": "usable",
622
  "conclusion": {
@@ -678,7 +678,7 @@
678
  "basis": "creditNarrative",
679
  "direction": "supportive",
680
  "horizon": "latestPeriod",
681
- "asOf": "2026-08-23",
682
  "dataAsOf": "2025",
683
  "period": "2025",
684
  "status": "derived",
@@ -697,7 +697,7 @@
697
  "basis": "creditNarrative",
698
  "direction": "neutral",
699
  "horizon": "latestPeriod",
700
- "asOf": "2026-08-23",
701
  "dataAsOf": "2025",
702
  "period": "2025",
703
  "status": "derived",
@@ -716,7 +716,7 @@
716
  "basis": "creditNarrative",
717
  "direction": "supportive",
718
  "horizon": "latestPeriod",
719
- "asOf": "2026-08-23",
720
  "dataAsOf": "2025",
721
  "period": "2025",
722
  "status": "derived",
@@ -735,7 +735,7 @@
735
  "basis": "creditNarrative",
736
  "direction": "supportive",
737
  "horizon": "latestPeriod",
738
- "asOf": "2026-08-23",
739
  "dataAsOf": "2025",
740
  "period": "2025",
741
  "status": "derived",
@@ -914,14 +914,14 @@
914
  "version": "1"
915
  },
916
  "time": {
917
- "asOf": "2026-08-23",
918
  "dataAsOf": {
919
  "mappingUpdatedAt": "2026-04-14",
920
  "financialPeriod": null,
921
- "retrievedAt": "2026-08-23"
922
  },
923
  "period": null,
924
- "knowledgeBoundary": "2026-08-23"
925
  },
926
  "status": "partial",
927
  "conclusion": {
@@ -1041,10 +1041,10 @@
1041
  "version": "1"
1042
  },
1043
  "time": {
1044
- "asOf": "2026-08-23",
1045
- "dataAsOf": "2026-08-21",
1046
  "period": "2025",
1047
- "knowledgeBoundary": "2026-08-23"
1048
  },
1049
  "status": "usable",
1050
  "conclusion": {
@@ -1087,7 +1087,7 @@
1087
  "basis": "marketBehavior",
1088
  "direction": "supportive",
1089
  "horizon": "latestPeriod",
1090
- "asOf": "2026-08-23",
1091
  "dataAsOf": "2025",
1092
  "period": "2025",
1093
  "status": "observed",
@@ -1107,8 +1107,8 @@
1107
  "basis": "marketBehavior",
1108
  "direction": "unknown",
1109
  "horizon": "latestDecision",
1110
- "asOf": "2026-08-23",
1111
- "dataAsOf": "2026-08-21",
1112
  "period": "2025",
1113
  "status": "derived",
1114
  "sourceRef": "dartlab://quant/earnings",
@@ -1129,8 +1129,8 @@
1129
  "basis": "marketBehavior",
1130
  "direction": "adverse",
1131
  "horizon": "currentMarket",
1132
- "asOf": "2026-08-23",
1133
- "dataAsOf": "2026-08-21",
1134
  "period": "2025",
1135
  "status": "observed",
1136
  "sourceRef": "dartlab://quant/verdict",
@@ -1165,7 +1165,7 @@
1165
  "kind": "marketReaction",
1166
  "sourceRef": "dartlab://quant/verdict",
1167
  "status": "derived",
1168
- "observedAt": "2026-08-21",
1169
  "detail": "괴리 판정의 price 입력"
1170
  }
1171
  ],
@@ -1221,15 +1221,15 @@
1221
  "version": "1"
1222
  },
1223
  "time": {
1224
- "asOf": "2026-08-23",
1225
- "dataAsOf": "2026-08-21",
1226
  "period": null,
1227
- "knowledgeBoundary": "2026-08-23"
1228
  },
1229
  "status": "partial",
1230
  "conclusion": {
1231
- "label": "거시 전파 경로 혼재",
1232
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1233
  },
1234
  "confidence": {
1235
  "level": "medium",
@@ -1240,28 +1240,28 @@
1240
  {
1241
  "id": "BAMLH0A0HYM2",
1242
  "label": "미국 HY 스프레드",
1243
- "value": 2.75,
1244
  "unit": "%p",
1245
- "signal": "rising",
1246
- "change": 0.020000000000000018,
1247
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1248
  },
1249
  {
1250
  "id": "BASE_RATE",
1251
  "label": "한국 기준금리",
1252
- "value": 2.75,
1253
  "unit": "%",
1254
- "signal": "flat",
1255
- "change": 0.0,
1256
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1257
  },
1258
  {
1259
  "id": "DCOILWTICO",
1260
  "label": "WTI",
1261
- "value": 86.48,
1262
  "unit": "$",
1263
- "signal": "rising",
1264
- "change": 0.4399999999999977,
1265
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1266
  },
1267
  {
@@ -1276,21 +1276,44 @@
1276
  {
1277
  "id": "USDKRW",
1278
  "label": "원/달러",
1279
- "value": 1386.5,
1280
  "unit": "원",
1281
  "signal": "falling",
1282
- "change": -6.099999999999909,
1283
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1284
  }
1285
  ],
1286
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1287
  "evidence": [
1288
  {
1289
  "id": "macro.driver.BAMLH0A0HYM2",
1290
  "kind": "macroObservation",
1291
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1292
  "status": "observed",
1293
- "observedAt": "2026-08-20",
1294
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1295
  },
1296
  {
@@ -1298,7 +1321,7 @@
1298
  "kind": "macroObservation",
1299
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1300
  "status": "observed",
1301
- "observedAt": "2026-08-21",
1302
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1303
  },
1304
  {
@@ -1306,7 +1329,7 @@
1306
  "kind": "macroObservation",
1307
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1308
  "status": "observed",
1309
- "observedAt": "2026-08-18",
1310
  "detail": "WTI 최신 관측과 직전 변화"
1311
  },
1312
  {
@@ -1322,7 +1345,7 @@
1322
  "kind": "macroObservation",
1323
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1324
  "status": "observed",
1325
- "observedAt": "2026-08-21",
1326
  "detail": "원/달러 최신 관측과 직전 변화"
1327
  },
1328
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2018",
 
52
  "representative": "2026"
53
  },
54
  "mixedPeriods": false,
55
+ "retrievedAt": "2026-08-30"
56
  },
57
  "period": "2026",
58
+ "knowledgeBoundary": "2026-08-30"
59
  },
60
  "status": "partial",
61
  "conclusion": {
 
135
  "basis": "companyFundamentals",
136
  "direction": "supportive",
137
  "horizon": "latestPeriod",
138
+ "asOf": "2026-08-30",
139
  "dataAsOf": {
140
  "latestPeriod": "2026",
141
  "earliestPeriod": "2018",
 
167
  "representative": "2026"
168
  },
169
  "mixedPeriods": false,
170
+ "retrievedAt": "2026-08-30"
171
  },
172
  "period": "2025",
173
  "status": "derived",
 
188
  "basis": "companyFundamentals",
189
  "direction": "supportive",
190
  "horizon": "multiYear",
191
+ "asOf": "2026-08-30",
192
  "dataAsOf": {
193
  "latestPeriod": "2026",
194
  "earliestPeriod": "2018",
 
220
  "representative": "2026"
221
  },
222
  "mixedPeriods": false,
223
+ "retrievedAt": "2026-08-30"
224
  },
225
  "period": "2026",
226
  "status": "derived",
 
241
  "basis": "companyFundamentals",
242
  "direction": "neutral",
243
  "horizon": "latestPeriod",
244
+ "asOf": "2026-08-30",
245
  "dataAsOf": {
246
  "latestPeriod": "2026",
247
  "earliestPeriod": "2018",
 
273
  "representative": "2026"
274
  },
275
  "mixedPeriods": false,
276
+ "retrievedAt": "2026-08-30"
277
  },
278
  "period": "2025",
279
  "status": "derived",
 
294
  "basis": "companyFundamentals",
295
  "direction": "supportive",
296
  "horizon": "multiYear",
297
+ "asOf": "2026-08-30",
298
  "dataAsOf": {
299
  "latestPeriod": "2026",
300
  "earliestPeriod": "2018",
 
326
  "representative": "2026"
327
  },
328
  "mixedPeriods": false,
329
+ "retrievedAt": "2026-08-30"
330
  },
331
  "period": "2026",
332
  "status": "derived",
 
610
  "version": "v4.0"
611
  },
612
  "time": {
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+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2025",
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+ "retrievedAt": "2026-08-30"
617
  },
618
  "period": "2025",
619
+ "knowledgeBoundary": "2026-08-30"
620
  },
621
  "status": "usable",
622
  "conclusion": {
 
678
  "basis": "creditNarrative",
679
  "direction": "supportive",
680
  "horizon": "latestPeriod",
681
+ "asOf": "2026-08-30",
682
  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
 
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  "basis": "creditNarrative",
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  "direction": "neutral",
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  "horizon": "latestPeriod",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
 
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  "basis": "creditNarrative",
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  "direction": "supportive",
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  "horizon": "latestPeriod",
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+ "asOf": "2026-08-30",
720
  "dataAsOf": "2025",
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  "period": "2025",
722
  "status": "derived",
 
735
  "basis": "creditNarrative",
736
  "direction": "supportive",
737
  "horizon": "latestPeriod",
738
+ "asOf": "2026-08-30",
739
  "dataAsOf": "2025",
740
  "period": "2025",
741
  "status": "derived",
 
914
  "version": "1"
915
  },
916
  "time": {
917
+ "asOf": "2026-08-30",
918
  "dataAsOf": {
919
  "mappingUpdatedAt": "2026-04-14",
920
  "financialPeriod": null,
921
+ "retrievedAt": "2026-08-30"
922
  },
923
  "period": null,
924
+ "knowledgeBoundary": "2026-08-30"
925
  },
926
  "status": "partial",
927
  "conclusion": {
 
1041
  "version": "1"
1042
  },
1043
  "time": {
1044
+ "asOf": "2026-08-30",
1045
+ "dataAsOf": "2026-08-28",
1046
  "period": "2025",
1047
+ "knowledgeBoundary": "2026-08-30"
1048
  },
1049
  "status": "usable",
1050
  "conclusion": {
 
1087
  "basis": "marketBehavior",
1088
  "direction": "supportive",
1089
  "horizon": "latestPeriod",
1090
+ "asOf": "2026-08-30",
1091
  "dataAsOf": "2025",
1092
  "period": "2025",
1093
  "status": "observed",
 
1107
  "basis": "marketBehavior",
1108
  "direction": "unknown",
1109
  "horizon": "latestDecision",
1110
+ "asOf": "2026-08-30",
1111
+ "dataAsOf": "2026-08-28",
1112
  "period": "2025",
1113
  "status": "derived",
1114
  "sourceRef": "dartlab://quant/earnings",
 
1129
  "basis": "marketBehavior",
1130
  "direction": "adverse",
1131
  "horizon": "currentMarket",
1132
+ "asOf": "2026-08-30",
1133
+ "dataAsOf": "2026-08-28",
1134
  "period": "2025",
1135
  "status": "observed",
1136
  "sourceRef": "dartlab://quant/verdict",
 
1165
  "kind": "marketReaction",
1166
  "sourceRef": "dartlab://quant/verdict",
1167
  "status": "derived",
1168
+ "observedAt": "2026-08-28",
1169
  "detail": "괴리 판정의 price 입력"
1170
  }
1171
  ],
 
1221
  "version": "1"
1222
  },
1223
  "time": {
1224
+ "asOf": "2026-08-30",
1225
+ "dataAsOf": "2026-08-28",
1226
  "period": null,
1227
+ "knowledgeBoundary": "2026-08-30"
1228
  },
1229
  "status": "partial",
1230
  "conclusion": {
1231
+ "label": "거시 역풍 경로 우세",
1232
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1233
  },
1234
  "confidence": {
1235
  "level": "medium",
 
1240
  {
1241
  "id": "BAMLH0A0HYM2",
1242
  "label": "미국 HY 스프레드",
1243
+ "value": 2.63,
1244
  "unit": "%p",
1245
+ "signal": "falling",
1246
+ "change": -0.040000000000000036,
1247
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1248
  },
1249
  {
1250
  "id": "BASE_RATE",
1251
  "label": "한국 기준금리",
1252
+ "value": 3.0,
1253
  "unit": "%",
1254
+ "signal": "rising",
1255
+ "change": 0.25,
1256
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1257
  },
1258
  {
1259
  "id": "DCOILWTICO",
1260
  "label": "WTI",
1261
+ "value": 83.9,
1262
  "unit": "$",
1263
+ "signal": "falling",
1264
+ "change": -2.4399999999999977,
1265
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1266
  },
1267
  {
 
1276
  {
1277
  "id": "USDKRW",
1278
  "label": "원/달러",
1279
+ "value": 1372.5,
1280
  "unit": "원",
1281
  "signal": "falling",
1282
+ "change": -8.400000000000091,
1283
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1284
  }
1285
  ],
1286
+ "claims": [
1287
+ {
1288
+ "id": "macro.companyTransmission",
1289
+ "label": "기업 직접근거 거시 전달경로",
1290
+ "comparisonKey": "macroTransmission",
1291
+ "basis": "macroCompanyEdges",
1292
+ "direction": "adverse",
1293
+ "horizon": "currentCycle",
1294
+ "asOf": "2026-08-30",
1295
+ "dataAsOf": "2026-08-28",
1296
+ "period": null,
1297
+ "status": "derived",
1298
+ "sourceRef": "dartlab://analysis/000270/product/drivers/debtRatio",
1299
+ "evidenceRefs": [
1300
+ "macro.company.analysis.debtRatio",
1301
+ "macro.company.analysis.interestCoverage"
1302
+ ],
1303
+ "falsifierRefs": [
1304
+ "rate-debt-interest.0",
1305
+ "rate-debt-interest.1",
1306
+ "rate-debt-interest.2"
1307
+ ]
1308
+ }
1309
+ ],
1310
  "evidence": [
1311
  {
1312
  "id": "macro.driver.BAMLH0A0HYM2",
1313
  "kind": "macroObservation",
1314
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1315
  "status": "observed",
1316
+ "observedAt": "2026-08-27",
1317
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1318
  },
1319
  {
 
1321
  "kind": "macroObservation",
1322
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1323
  "status": "observed",
1324
+ "observedAt": "2026-08-27",
1325
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1326
  },
1327
  {
 
1329
  "kind": "macroObservation",
1330
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1331
  "status": "observed",
1332
+ "observedAt": "2026-08-25",
1333
  "detail": "WTI 최신 관측과 직전 변화"
1334
  },
1335
  {
 
1345
  "kind": "macroObservation",
1346
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1347
  "status": "observed",
1348
+ "observedAt": "2026-08-28",
1349
  "detail": "원/달러 최신 관측과 직전 변화"
1350
  },
1351
  {
landing/lenses/000300.json CHANGED
@@ -20,7 +20,7 @@
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22
  "time": {
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  "dataAsOf": {
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  "earliestPeriod": "2016",
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  "period": "2026",
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  "status": "partial",
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  "conclusion": {
@@ -139,7 +139,7 @@
139
  "basis": "companyFundamentals",
140
  "direction": "supportive",
141
  "horizon": "latestPeriod",
142
- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  "period": "2025",
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  "status": "derived",
@@ -196,7 +196,7 @@
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  "basis": "companyFundamentals",
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  "direction": "adverse",
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  "horizon": "multiYear",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "representative": "2026"
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  "period": "2026",
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  "basis": "companyFundamentals",
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  "direction": "adverse",
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257
  "dataAsOf": {
258
  "latestPeriod": "2026",
259
  "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
289
  "representative": "2026"
290
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291
  "mixedPeriods": false,
292
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293
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294
  "period": "2024",
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@@ -310,7 +310,7 @@
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  "basis": "companyFundamentals",
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314
  "dataAsOf": {
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  "latestPeriod": "2026",
316
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@@ -346,7 +346,7 @@
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  "representative": "2026"
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  "mixedPeriods": false,
349
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  "period": "2026",
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@@ -632,13 +632,13 @@
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  "version": "v4.0"
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  "time": {
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  "dataAsOf": {
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- "retrievedAt": "2026-08-23"
639
  },
640
  "period": "2025",
641
- "knowledgeBoundary": "2026-08-23"
642
  },
643
  "status": "blocked",
644
  "conclusion": {
@@ -851,14 +851,14 @@
851
  "version": "1"
852
  },
853
  "time": {
854
- "asOf": "2026-08-23",
855
  "dataAsOf": {
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  "mappingUpdatedAt": "2026-04-14",
857
  "financialPeriod": null,
858
- "retrievedAt": "2026-08-23"
859
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860
  "period": null,
861
- "knowledgeBoundary": "2026-08-23"
862
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863
  "status": "partial",
864
  "conclusion": {
@@ -978,10 +978,10 @@
978
  "version": "1"
979
  },
980
  "time": {
981
- "asOf": "2026-08-23",
982
  "dataAsOf": "2026-01-14",
983
  "period": "2025",
984
- "knowledgeBoundary": "2026-08-23"
985
  },
986
  "status": "usable",
987
  "conclusion": {
@@ -1024,7 +1024,7 @@
1024
  "basis": "marketBehavior",
1025
  "direction": "supportive",
1026
  "horizon": "latestPeriod",
1027
- "asOf": "2026-08-23",
1028
  "dataAsOf": "2025",
1029
  "period": "2025",
1030
  "status": "observed",
@@ -1044,7 +1044,7 @@
1044
  "basis": "marketBehavior",
1045
  "direction": "unknown",
1046
  "horizon": "latestDecision",
1047
- "asOf": "2026-08-23",
1048
  "dataAsOf": "2026-01-14",
1049
  "period": "2025",
1050
  "status": "derived",
@@ -1066,7 +1066,7 @@
1066
  "basis": "marketBehavior",
1067
  "direction": "adverse",
1068
  "horizon": "currentMarket",
1069
- "asOf": "2026-08-23",
1070
  "dataAsOf": "2026-01-14",
1071
  "period": "2025",
1072
  "status": "observed",
@@ -1158,15 +1158,15 @@
1158
  "version": "1"
1159
  },
1160
  "time": {
1161
- "asOf": "2026-08-23",
1162
- "dataAsOf": "2026-08-21",
1163
  "period": null,
1164
- "knowledgeBoundary": "2026-08-23"
1165
  },
1166
  "status": "usable",
1167
  "conclusion": {
1168
- "label": "거시 전파 경로 혼재",
1169
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1170
  },
1171
  "confidence": {
1172
  "level": "high",
@@ -1177,30 +1177,53 @@
1177
  {
1178
  "id": "BAMLH0A0HYM2",
1179
  "label": "미국 HY 스프레드",
1180
- "value": 2.75,
1181
  "unit": "%p",
1182
- "signal": "rising",
1183
- "change": 0.020000000000000018,
1184
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1185
  },
1186
  {
1187
  "id": "BASE_RATE",
1188
  "label": "한국 기준금리",
1189
- "value": 2.75,
1190
  "unit": "%",
1191
- "signal": "flat",
1192
- "change": 0.0,
1193
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1194
  }
1195
  ],
1196
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1197
  "evidence": [
1198
  {
1199
  "id": "macro.driver.BAMLH0A0HYM2",
1200
  "kind": "macroObservation",
1201
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
1203
- "observedAt": "2026-08-20",
1204
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1205
  },
1206
  {
@@ -1208,7 +1231,7 @@
1208
  "kind": "macroObservation",
1209
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
1211
- "observedAt": "2026-08-21",
1212
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1213
  },
1214
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2016",
 
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  "representative": "2026"
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  },
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  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
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  },
61
  "period": "2026",
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+ "knowledgeBoundary": "2026-08-30"
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  },
64
  "status": "partial",
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  "conclusion": {
 
139
  "basis": "companyFundamentals",
140
  "direction": "supportive",
141
  "horizon": "latestPeriod",
142
+ "asOf": "2026-08-30",
143
  "dataAsOf": {
144
  "latestPeriod": "2026",
145
  "earliestPeriod": "2016",
 
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
+ "retrievedAt": "2026-08-30"
179
  },
180
  "period": "2025",
181
  "status": "derived",
 
196
  "basis": "companyFundamentals",
197
  "direction": "adverse",
198
  "horizon": "multiYear",
199
+ "asOf": "2026-08-30",
200
  "dataAsOf": {
201
  "latestPeriod": "2026",
202
  "earliestPeriod": "2016",
 
232
  "representative": "2026"
233
  },
234
  "mixedPeriods": false,
235
+ "retrievedAt": "2026-08-30"
236
  },
237
  "period": "2026",
238
  "status": "derived",
 
253
  "basis": "companyFundamentals",
254
  "direction": "adverse",
255
  "horizon": "latestPeriod",
256
+ "asOf": "2026-08-30",
257
  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2016",
 
289
  "representative": "2026"
290
  },
291
  "mixedPeriods": false,
292
+ "retrievedAt": "2026-08-30"
293
  },
294
  "period": "2024",
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  "status": "derived",
 
310
  "basis": "companyFundamentals",
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  "direction": "adverse",
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  "horizon": "multiYear",
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+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2016",
 
346
  "representative": "2026"
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  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
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  },
351
  "period": "2026",
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  "status": "derived",
 
632
  "version": "v4.0"
633
  },
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  "time": {
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  "dataAsOf": {
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  },
640
  "period": "2025",
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+ "knowledgeBoundary": "2026-08-30"
642
  },
643
  "status": "blocked",
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  "conclusion": {
 
851
  "version": "1"
852
  },
853
  "time": {
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  "dataAsOf": {
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  "period": null,
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  },
863
  "status": "partial",
864
  "conclusion": {
 
978
  "version": "1"
979
  },
980
  "time": {
981
+ "asOf": "2026-08-30",
982
  "dataAsOf": "2026-01-14",
983
  "period": "2025",
984
+ "knowledgeBoundary": "2026-08-30"
985
  },
986
  "status": "usable",
987
  "conclusion": {
 
1024
  "basis": "marketBehavior",
1025
  "direction": "supportive",
1026
  "horizon": "latestPeriod",
1027
+ "asOf": "2026-08-30",
1028
  "dataAsOf": "2025",
1029
  "period": "2025",
1030
  "status": "observed",
 
1044
  "basis": "marketBehavior",
1045
  "direction": "unknown",
1046
  "horizon": "latestDecision",
1047
+ "asOf": "2026-08-30",
1048
  "dataAsOf": "2026-01-14",
1049
  "period": "2025",
1050
  "status": "derived",
 
1066
  "basis": "marketBehavior",
1067
  "direction": "adverse",
1068
  "horizon": "currentMarket",
1069
+ "asOf": "2026-08-30",
1070
  "dataAsOf": "2026-01-14",
1071
  "period": "2025",
1072
  "status": "observed",
 
1158
  "version": "1"
1159
  },
1160
  "time": {
1161
+ "asOf": "2026-08-30",
1162
+ "dataAsOf": "2026-08-27",
1163
  "period": null,
1164
+ "knowledgeBoundary": "2026-08-30"
1165
  },
1166
  "status": "usable",
1167
  "conclusion": {
1168
+ "label": "거시 역풍 경로 우세",
1169
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1170
  },
1171
  "confidence": {
1172
  "level": "high",
 
1177
  {
1178
  "id": "BAMLH0A0HYM2",
1179
  "label": "미국 HY 스프레드",
1180
+ "value": 2.63,
1181
  "unit": "%p",
1182
+ "signal": "falling",
1183
+ "change": -0.040000000000000036,
1184
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1185
  },
1186
  {
1187
  "id": "BASE_RATE",
1188
  "label": "한국 기준금리",
1189
+ "value": 3.0,
1190
  "unit": "%",
1191
+ "signal": "rising",
1192
+ "change": 0.25,
1193
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1194
  }
1195
  ],
1196
+ "claims": [
1197
+ {
1198
+ "id": "macro.companyTransmission",
1199
+ "label": "기업 직접근거 거시 전달경로",
1200
+ "comparisonKey": "macroTransmission",
1201
+ "basis": "macroCompanyEdges",
1202
+ "direction": "adverse",
1203
+ "horizon": "currentCycle",
1204
+ "asOf": "2026-08-30",
1205
+ "dataAsOf": "2026-08-27",
1206
+ "period": null,
1207
+ "status": "derived",
1208
+ "sourceRef": "dartlab://analysis/000300/product/drivers/debtRatio",
1209
+ "evidenceRefs": [
1210
+ "macro.company.analysis.debtRatio",
1211
+ "macro.company.analysis.interestCoverage"
1212
+ ],
1213
+ "falsifierRefs": [
1214
+ "rate-debt-interest.0",
1215
+ "rate-debt-interest.1",
1216
+ "rate-debt-interest.2"
1217
+ ]
1218
+ }
1219
+ ],
1220
  "evidence": [
1221
  {
1222
  "id": "macro.driver.BAMLH0A0HYM2",
1223
  "kind": "macroObservation",
1224
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1225
  "status": "observed",
1226
+ "observedAt": "2026-08-27",
1227
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1228
  },
1229
  {
 
1231
  "kind": "macroObservation",
1232
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1233
  "status": "observed",
1234
+ "observedAt": "2026-08-27",
1235
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1236
  },
1237
  {
landing/lenses/000320.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
- "retrievedAt": "2026-08-23"
60
  },
61
  "period": "2026",
62
- "knowledgeBoundary": "2026-08-23"
63
  },
64
  "status": "partial",
65
  "conclusion": {
@@ -139,7 +139,7 @@
139
  "basis": "companyFundamentals",
140
  "direction": "supportive",
141
  "horizon": "latestPeriod",
142
- "asOf": "2026-08-23",
143
  "dataAsOf": {
144
  "latestPeriod": "2026",
145
  "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
- "retrievedAt": "2026-08-23"
179
  },
180
  "period": "2024",
181
  "status": "derived",
@@ -196,7 +196,7 @@
196
  "basis": "companyFundamentals",
197
  "direction": "supportive",
198
  "horizon": "multiYear",
199
- "asOf": "2026-08-23",
200
  "dataAsOf": {
201
  "latestPeriod": "2026",
202
  "earliestPeriod": "2016",
@@ -232,7 +232,7 @@
232
  "representative": "2026"
233
  },
234
  "mixedPeriods": false,
235
- "retrievedAt": "2026-08-23"
236
  },
237
  "period": "2026",
238
  "status": "derived",
@@ -253,7 +253,7 @@
253
  "basis": "companyFundamentals",
254
  "direction": "supportive",
255
  "horizon": "latestPeriod",
256
- "asOf": "2026-08-23",
257
  "dataAsOf": {
258
  "latestPeriod": "2026",
259
  "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
289
  "representative": "2026"
290
  },
291
  "mixedPeriods": false,
292
- "retrievedAt": "2026-08-23"
293
  },
294
  "period": "2024",
295
  "status": "derived",
@@ -310,7 +310,7 @@
310
  "basis": "companyFundamentals",
311
  "direction": "supportive",
312
  "horizon": "multiYear",
313
- "asOf": "2026-08-23",
314
  "dataAsOf": {
315
  "latestPeriod": "2026",
316
  "earliestPeriod": "2016",
@@ -346,7 +346,7 @@
346
  "representative": "2026"
347
  },
348
  "mixedPeriods": false,
349
- "retrievedAt": "2026-08-23"
350
  },
351
  "period": "2026",
352
  "status": "derived",
@@ -631,13 +631,13 @@
631
  "version": "v4.1-TrackB-diagnostic"
632
  },
633
  "time": {
634
- "asOf": "2026-08-23",
635
  "dataAsOf": {
636
  "latestPeriod": "2024",
637
- "retrievedAt": "2026-08-23"
638
  },
639
  "period": "2024",
640
- "knowledgeBoundary": "2026-08-23"
641
  },
642
  "status": "blocked",
643
  "conclusion": {
@@ -786,14 +786,14 @@
786
  "version": "1"
787
  },
788
  "time": {
789
- "asOf": "2026-08-23",
790
  "dataAsOf": {
791
  "mappingUpdatedAt": "2026-04-14",
792
  "financialPeriod": null,
793
- "retrievedAt": "2026-08-23"
794
  },
795
  "period": null,
796
- "knowledgeBoundary": "2026-08-23"
797
  },
798
  "status": "partial",
799
  "conclusion": {
@@ -913,10 +913,10 @@
913
  "version": "1"
914
  },
915
  "time": {
916
- "asOf": "2026-08-23",
917
- "dataAsOf": "2026-08-21",
918
  "period": "2025",
919
- "knowledgeBoundary": "2026-08-23"
920
  },
921
  "status": "usable",
922
  "conclusion": {
@@ -946,7 +946,7 @@
946
  {
947
  "id": "price",
948
  "label": "가격 반응",
949
- "score": 0.5,
950
  "direction": "positive",
951
  "sourceRef": "price.score"
952
  }
@@ -959,7 +959,7 @@
959
  "basis": "marketBehavior",
960
  "direction": "supportive",
961
  "horizon": "latestPeriod",
962
- "asOf": "2026-08-23",
963
  "dataAsOf": "2025",
964
  "period": "2025",
965
  "status": "observed",
@@ -979,8 +979,8 @@
979
  "basis": "marketBehavior",
980
  "direction": "unknown",
981
  "horizon": "latestDecision",
982
- "asOf": "2026-08-23",
983
- "dataAsOf": "2026-08-21",
984
  "period": "2025",
985
  "status": "derived",
986
  "sourceRef": "dartlab://quant/earnings",
@@ -1001,8 +1001,8 @@
1001
  "basis": "marketBehavior",
1002
  "direction": "supportive",
1003
  "horizon": "currentMarket",
1004
- "asOf": "2026-08-23",
1005
- "dataAsOf": "2026-08-21",
1006
  "period": "2025",
1007
  "status": "observed",
1008
  "sourceRef": "dartlab://quant/verdict",
@@ -1012,7 +1012,7 @@
1012
  "falsifierRefs": [
1013
  "classificationBreak"
1014
  ],
1015
- "value": 0.5
1016
  }
1017
  ],
1018
  "evidence": [
@@ -1037,7 +1037,7 @@
1037
  "kind": "marketReaction",
1038
  "sourceRef": "dartlab://quant/verdict",
1039
  "status": "derived",
1040
- "observedAt": "2026-08-21",
1041
  "detail": "괴리 판정의 price 입력"
1042
  }
1043
  ],
@@ -1093,15 +1093,15 @@
1093
  "version": "1"
1094
  },
1095
  "time": {
1096
- "asOf": "2026-08-23",
1097
- "dataAsOf": "2026-08-21",
1098
  "period": null,
1099
- "knowledgeBoundary": "2026-08-23"
1100
  },
1101
  "status": "partial",
1102
  "conclusion": {
1103
- "label": "거시 전파 경로 혼재",
1104
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1105
  },
1106
  "confidence": {
1107
  "level": "medium",
@@ -1112,30 +1112,53 @@
1112
  {
1113
  "id": "BAMLH0A0HYM2",
1114
  "label": "미국 HY 스프레드",
1115
- "value": 2.75,
1116
  "unit": "%p",
1117
- "signal": "rising",
1118
- "change": 0.020000000000000018,
1119
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1120
  },
1121
  {
1122
  "id": "BASE_RATE",
1123
  "label": "한국 기준금리",
1124
- "value": 2.75,
1125
  "unit": "%",
1126
- "signal": "flat",
1127
- "change": 0.0,
1128
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1129
  }
1130
  ],
1131
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1132
  "evidence": [
1133
  {
1134
  "id": "macro.driver.BAMLH0A0HYM2",
1135
  "kind": "macroObservation",
1136
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1137
  "status": "observed",
1138
- "observedAt": "2026-08-20",
1139
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1140
  },
1141
  {
@@ -1143,7 +1166,7 @@
1143
  "kind": "macroObservation",
1144
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1145
  "status": "observed",
1146
- "observedAt": "2026-08-21",
1147
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1148
  },
1149
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2016",
 
56
  "representative": "2026"
57
  },
58
  "mixedPeriods": false,
59
+ "retrievedAt": "2026-08-30"
60
  },
61
  "period": "2026",
62
+ "knowledgeBoundary": "2026-08-30"
63
  },
64
  "status": "partial",
65
  "conclusion": {
 
139
  "basis": "companyFundamentals",
140
  "direction": "supportive",
141
  "horizon": "latestPeriod",
142
+ "asOf": "2026-08-30",
143
  "dataAsOf": {
144
  "latestPeriod": "2026",
145
  "earliestPeriod": "2016",
 
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
+ "retrievedAt": "2026-08-30"
179
  },
180
  "period": "2024",
181
  "status": "derived",
 
196
  "basis": "companyFundamentals",
197
  "direction": "supportive",
198
  "horizon": "multiYear",
199
+ "asOf": "2026-08-30",
200
  "dataAsOf": {
201
  "latestPeriod": "2026",
202
  "earliestPeriod": "2016",
 
232
  "representative": "2026"
233
  },
234
  "mixedPeriods": false,
235
+ "retrievedAt": "2026-08-30"
236
  },
237
  "period": "2026",
238
  "status": "derived",
 
253
  "basis": "companyFundamentals",
254
  "direction": "supportive",
255
  "horizon": "latestPeriod",
256
+ "asOf": "2026-08-30",
257
  "dataAsOf": {
258
  "latestPeriod": "2026",
259
  "earliestPeriod": "2016",
 
289
  "representative": "2026"
290
  },
291
  "mixedPeriods": false,
292
+ "retrievedAt": "2026-08-30"
293
  },
294
  "period": "2024",
295
  "status": "derived",
 
310
  "basis": "companyFundamentals",
311
  "direction": "supportive",
312
  "horizon": "multiYear",
313
+ "asOf": "2026-08-30",
314
  "dataAsOf": {
315
  "latestPeriod": "2026",
316
  "earliestPeriod": "2016",
 
346
  "representative": "2026"
347
  },
348
  "mixedPeriods": false,
349
+ "retrievedAt": "2026-08-30"
350
  },
351
  "period": "2026",
352
  "status": "derived",
 
631
  "version": "v4.1-TrackB-diagnostic"
632
  },
633
  "time": {
634
+ "asOf": "2026-08-30",
635
  "dataAsOf": {
636
  "latestPeriod": "2024",
637
+ "retrievedAt": "2026-08-30"
638
  },
639
  "period": "2024",
640
+ "knowledgeBoundary": "2026-08-30"
641
  },
642
  "status": "blocked",
643
  "conclusion": {
 
786
  "version": "1"
787
  },
788
  "time": {
789
+ "asOf": "2026-08-30",
790
  "dataAsOf": {
791
  "mappingUpdatedAt": "2026-04-14",
792
  "financialPeriod": null,
793
+ "retrievedAt": "2026-08-30"
794
  },
795
  "period": null,
796
+ "knowledgeBoundary": "2026-08-30"
797
  },
798
  "status": "partial",
799
  "conclusion": {
 
913
  "version": "1"
914
  },
915
  "time": {
916
+ "asOf": "2026-08-30",
917
+ "dataAsOf": "2026-08-28",
918
  "period": "2025",
919
+ "knowledgeBoundary": "2026-08-30"
920
  },
921
  "status": "usable",
922
  "conclusion": {
 
946
  {
947
  "id": "price",
948
  "label": "가격 반응",
949
+ "score": 0.25,
950
  "direction": "positive",
951
  "sourceRef": "price.score"
952
  }
 
959
  "basis": "marketBehavior",
960
  "direction": "supportive",
961
  "horizon": "latestPeriod",
962
+ "asOf": "2026-08-30",
963
  "dataAsOf": "2025",
964
  "period": "2025",
965
  "status": "observed",
 
979
  "basis": "marketBehavior",
980
  "direction": "unknown",
981
  "horizon": "latestDecision",
982
+ "asOf": "2026-08-30",
983
+ "dataAsOf": "2026-08-28",
984
  "period": "2025",
985
  "status": "derived",
986
  "sourceRef": "dartlab://quant/earnings",
 
1001
  "basis": "marketBehavior",
1002
  "direction": "supportive",
1003
  "horizon": "currentMarket",
1004
+ "asOf": "2026-08-30",
1005
+ "dataAsOf": "2026-08-28",
1006
  "period": "2025",
1007
  "status": "observed",
1008
  "sourceRef": "dartlab://quant/verdict",
 
1012
  "falsifierRefs": [
1013
  "classificationBreak"
1014
  ],
1015
+ "value": 0.25
1016
  }
1017
  ],
1018
  "evidence": [
 
1037
  "kind": "marketReaction",
1038
  "sourceRef": "dartlab://quant/verdict",
1039
  "status": "derived",
1040
+ "observedAt": "2026-08-28",
1041
  "detail": "괴리 판정의 price 입력"
1042
  }
1043
  ],
 
1093
  "version": "1"
1094
  },
1095
  "time": {
1096
+ "asOf": "2026-08-30",
1097
+ "dataAsOf": "2026-08-27",
1098
  "period": null,
1099
+ "knowledgeBoundary": "2026-08-30"
1100
  },
1101
  "status": "partial",
1102
  "conclusion": {
1103
+ "label": "거시 역풍 경로 우세",
1104
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1105
  },
1106
  "confidence": {
1107
  "level": "medium",
 
1112
  {
1113
  "id": "BAMLH0A0HYM2",
1114
  "label": "미국 HY 스프레드",
1115
+ "value": 2.63,
1116
  "unit": "%p",
1117
+ "signal": "falling",
1118
+ "change": -0.040000000000000036,
1119
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1120
  },
1121
  {
1122
  "id": "BASE_RATE",
1123
  "label": "한국 기준금리",
1124
+ "value": 3.0,
1125
  "unit": "%",
1126
+ "signal": "rising",
1127
+ "change": 0.25,
1128
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1129
  }
1130
  ],
1131
+ "claims": [
1132
+ {
1133
+ "id": "macro.companyTransmission",
1134
+ "label": "기업 직접근거 거시 전달경로",
1135
+ "comparisonKey": "macroTransmission",
1136
+ "basis": "macroCompanyEdges",
1137
+ "direction": "adverse",
1138
+ "horizon": "currentCycle",
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+ "asOf": "2026-08-30",
1140
+ "dataAsOf": "2026-08-27",
1141
+ "period": null,
1142
+ "status": "derived",
1143
+ "sourceRef": "dartlab://analysis/000320/product/drivers/debtRatio",
1144
+ "evidenceRefs": [
1145
+ "macro.company.analysis.debtRatio",
1146
+ "macro.company.analysis.interestCoverage"
1147
+ ],
1148
+ "falsifierRefs": [
1149
+ "rate-debt-interest.0",
1150
+ "rate-debt-interest.1",
1151
+ "rate-debt-interest.2"
1152
+ ]
1153
+ }
1154
+ ],
1155
  "evidence": [
1156
  {
1157
  "id": "macro.driver.BAMLH0A0HYM2",
1158
  "kind": "macroObservation",
1159
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1160
  "status": "observed",
1161
+ "observedAt": "2026-08-27",
1162
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1163
  },
1164
  {
 
1166
  "kind": "macroObservation",
1167
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1168
  "status": "observed",
1169
+ "observedAt": "2026-08-27",
1170
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1171
  },
1172
  {
landing/lenses/000370.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
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41
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42
  "mixedPeriods": false,
43
- "retrievedAt": "2026-08-23"
44
  },
45
  "period": "2026",
46
- "knowledgeBoundary": "2026-08-23"
47
  },
48
  "status": "partial",
49
  "conclusion": {
@@ -293,13 +293,13 @@
293
  "version": "v4.0"
294
  },
295
  "time": {
296
- "asOf": "2026-08-23",
297
  "dataAsOf": {
298
  "latestPeriod": "2025",
299
- "retrievedAt": "2026-08-23"
300
  },
301
  "period": "2025",
302
- "knowledgeBoundary": "2026-08-23"
303
  },
304
  "status": "blocked",
305
  "conclusion": {
@@ -481,14 +481,14 @@
481
  "version": "1"
482
  },
483
  "time": {
484
- "asOf": "2026-08-23",
485
  "dataAsOf": {
486
  "mappingUpdatedAt": null,
487
  "financialPeriod": null,
488
- "retrievedAt": "2026-08-23"
489
  },
490
  "period": null,
491
- "knowledgeBoundary": "2026-08-23"
492
  },
493
  "status": "blocked",
494
  "conclusion": {
@@ -603,10 +603,10 @@
603
  "version": "1"
604
  },
605
  "time": {
606
- "asOf": "2026-08-23",
607
- "dataAsOf": "2026-08-21",
608
  "period": "2025",
609
- "knowledgeBoundary": "2026-08-23"
610
  },
611
  "status": "usable",
612
  "conclusion": {
@@ -649,7 +649,7 @@
649
  "basis": "marketBehavior",
650
  "direction": "neutral",
651
  "horizon": "latestPeriod",
652
- "asOf": "2026-08-23",
653
  "dataAsOf": "2025",
654
  "period": "2025",
655
  "status": "observed",
@@ -669,8 +669,8 @@
669
  "basis": "marketBehavior",
670
  "direction": "unknown",
671
  "horizon": "latestDecision",
672
- "asOf": "2026-08-23",
673
- "dataAsOf": "2026-08-21",
674
  "period": "2025",
675
  "status": "derived",
676
  "sourceRef": "dartlab://quant/earnings",
@@ -691,8 +691,8 @@
691
  "basis": "marketBehavior",
692
  "direction": "neutral",
693
  "horizon": "currentMarket",
694
- "asOf": "2026-08-23",
695
- "dataAsOf": "2026-08-21",
696
  "period": "2025",
697
  "status": "observed",
698
  "sourceRef": "dartlab://quant/verdict",
@@ -727,7 +727,7 @@
727
  "kind": "marketReaction",
728
  "sourceRef": "dartlab://quant/verdict",
729
  "status": "derived",
730
- "observedAt": "2026-08-21",
731
  "detail": "괴리 판정의 price 입력"
732
  }
733
  ],
@@ -783,15 +783,15 @@
783
  "version": "1"
784
  },
785
  "time": {
786
- "asOf": "2026-08-23",
787
- "dataAsOf": "2026-08-21",
788
  "period": null,
789
- "knowledgeBoundary": "2026-08-23"
790
  },
791
  "status": "partial",
792
  "conclusion": {
793
- "label": "거시 전파 경로 혼재",
794
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
795
  },
796
  "confidence": {
797
  "level": "medium",
@@ -802,19 +802,19 @@
802
  {
803
  "id": "BAMLH0A0HYM2",
804
  "label": "미국 HY 스프레드",
805
- "value": 2.75,
806
  "unit": "%p",
807
- "signal": "rising",
808
- "change": 0.020000000000000018,
809
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
810
  },
811
  {
812
  "id": "BASE_RATE",
813
  "label": "한국 기준금리",
814
- "value": 2.75,
815
  "unit": "%",
816
- "signal": "flat",
817
- "change": 0.0,
818
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
819
  },
820
  {
@@ -829,10 +829,10 @@
829
  {
830
  "id": "DCOILWTICO",
831
  "label": "WTI",
832
- "value": 86.48,
833
  "unit": "$",
834
- "signal": "rising",
835
- "change": 0.4399999999999977,
836
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
837
  },
838
  {
@@ -847,21 +847,44 @@
847
  {
848
  "id": "USDKRW",
849
  "label": "원/달러",
850
- "value": 1386.5,
851
  "unit": "원",
852
  "signal": "falling",
853
- "change": -6.099999999999909,
854
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
855
  }
856
  ],
857
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
858
  "evidence": [
859
  {
860
  "id": "macro.driver.BAMLH0A0HYM2",
861
  "kind": "macroObservation",
862
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
863
  "status": "observed",
864
- "observedAt": "2026-08-20",
865
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
866
  },
867
  {
@@ -869,7 +892,7 @@
869
  "kind": "macroObservation",
870
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
871
  "status": "observed",
872
- "observedAt": "2026-08-21",
873
  "detail": "한국 기준금리 최신 관측과 직전 변화"
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  },
875
  {
@@ -885,7 +908,7 @@
885
  "kind": "macroObservation",
886
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
887
  "status": "observed",
888
- "observedAt": "2026-08-18",
889
  "detail": "WTI 최신 관측과 직전 변화"
890
  },
891
  {
@@ -901,7 +924,7 @@
901
  "kind": "macroObservation",
902
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
903
  "status": "observed",
904
- "observedAt": "2026-08-21",
905
  "detail": "원/달러 최신 관측과 직전 변화"
906
  },
907
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
 
40
  "representative": "2026"
41
  },
42
  "mixedPeriods": false,
43
+ "retrievedAt": "2026-08-30"
44
  },
45
  "period": "2026",
46
+ "knowledgeBoundary": "2026-08-30"
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  },
48
  "status": "partial",
49
  "conclusion": {
 
293
  "version": "v4.0"
294
  },
295
  "time": {
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+ "asOf": "2026-08-30",
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  "dataAsOf": {
298
  "latestPeriod": "2025",
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+ "retrievedAt": "2026-08-30"
300
  },
301
  "period": "2025",
302
+ "knowledgeBoundary": "2026-08-30"
303
  },
304
  "status": "blocked",
305
  "conclusion": {
 
481
  "version": "1"
482
  },
483
  "time": {
484
+ "asOf": "2026-08-30",
485
  "dataAsOf": {
486
  "mappingUpdatedAt": null,
487
  "financialPeriod": null,
488
+ "retrievedAt": "2026-08-30"
489
  },
490
  "period": null,
491
+ "knowledgeBoundary": "2026-08-30"
492
  },
493
  "status": "blocked",
494
  "conclusion": {
 
603
  "version": "1"
604
  },
605
  "time": {
606
+ "asOf": "2026-08-30",
607
+ "dataAsOf": "2026-08-28",
608
  "period": "2025",
609
+ "knowledgeBoundary": "2026-08-30"
610
  },
611
  "status": "usable",
612
  "conclusion": {
 
649
  "basis": "marketBehavior",
650
  "direction": "neutral",
651
  "horizon": "latestPeriod",
652
+ "asOf": "2026-08-30",
653
  "dataAsOf": "2025",
654
  "period": "2025",
655
  "status": "observed",
 
669
  "basis": "marketBehavior",
670
  "direction": "unknown",
671
  "horizon": "latestDecision",
672
+ "asOf": "2026-08-30",
673
+ "dataAsOf": "2026-08-28",
674
  "period": "2025",
675
  "status": "derived",
676
  "sourceRef": "dartlab://quant/earnings",
 
691
  "basis": "marketBehavior",
692
  "direction": "neutral",
693
  "horizon": "currentMarket",
694
+ "asOf": "2026-08-30",
695
+ "dataAsOf": "2026-08-28",
696
  "period": "2025",
697
  "status": "observed",
698
  "sourceRef": "dartlab://quant/verdict",
 
727
  "kind": "marketReaction",
728
  "sourceRef": "dartlab://quant/verdict",
729
  "status": "derived",
730
+ "observedAt": "2026-08-28",
731
  "detail": "괴리 판정의 price 입력"
732
  }
733
  ],
 
783
  "version": "1"
784
  },
785
  "time": {
786
+ "asOf": "2026-08-30",
787
+ "dataAsOf": "2026-08-28",
788
  "period": null,
789
+ "knowledgeBoundary": "2026-08-30"
790
  },
791
  "status": "partial",
792
  "conclusion": {
793
+ "label": "거시 역풍 경로 우세",
794
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
795
  },
796
  "confidence": {
797
  "level": "medium",
 
802
  {
803
  "id": "BAMLH0A0HYM2",
804
  "label": "미국 HY 스프레드",
805
+ "value": 2.63,
806
  "unit": "%p",
807
+ "signal": "falling",
808
+ "change": -0.040000000000000036,
809
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
810
  },
811
  {
812
  "id": "BASE_RATE",
813
  "label": "한국 기준금리",
814
+ "value": 3.0,
815
  "unit": "%",
816
+ "signal": "rising",
817
+ "change": 0.25,
818
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
819
  },
820
  {
 
829
  {
830
  "id": "DCOILWTICO",
831
  "label": "WTI",
832
+ "value": 83.9,
833
  "unit": "$",
834
+ "signal": "falling",
835
+ "change": -2.4399999999999977,
836
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
837
  },
838
  {
 
847
  {
848
  "id": "USDKRW",
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  "label": "원/달러",
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+ "value": 1372.5,
851
  "unit": "원",
852
  "signal": "falling",
853
+ "change": -8.400000000000091,
854
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
855
  }
856
  ],
857
+ "claims": [
858
+ {
859
+ "id": "macro.companyTransmission",
860
+ "label": "기업 직접근거 거시 전달경로",
861
+ "comparisonKey": "macroTransmission",
862
+ "basis": "macroCompanyEdges",
863
+ "direction": "adverse",
864
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+ "asOf": "2026-08-30",
866
+ "dataAsOf": "2026-08-28",
867
+ "period": null,
868
+ "status": "derived",
869
+ "sourceRef": "dartlab://analysis/000370/product/drivers/debtRatio",
870
+ "evidenceRefs": [
871
+ "macro.company.analysis.debtRatio",
872
+ "macro.company.analysis.interestCoverage"
873
+ ],
874
+ "falsifierRefs": [
875
+ "rate-debt-interest.0",
876
+ "rate-debt-interest.1",
877
+ "rate-debt-interest.2"
878
+ ]
879
+ }
880
+ ],
881
  "evidence": [
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  {
883
  "id": "macro.driver.BAMLH0A0HYM2",
884
  "kind": "macroObservation",
885
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
886
  "status": "observed",
887
+ "observedAt": "2026-08-27",
888
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
889
  },
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  {
 
892
  "kind": "macroObservation",
893
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
894
  "status": "observed",
895
+ "observedAt": "2026-08-27",
896
  "detail": "한국 기준금리 최신 관측과 직전 변화"
897
  },
898
  {
 
908
  "kind": "macroObservation",
909
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
910
  "status": "observed",
911
+ "observedAt": "2026-08-25",
912
  "detail": "WTI 최신 관측과 직전 변화"
913
  },
914
  {
 
924
  "kind": "macroObservation",
925
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
926
  "status": "observed",
927
+ "observedAt": "2026-08-28",
928
  "detail": "원/달러 최신 관측과 직전 변화"
929
  },
930
  {
landing/lenses/000390.json CHANGED
@@ -20,7 +20,7 @@
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26
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@@ -54,10 +54,10 @@
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  "period": "2026",
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- "knowledgeBoundary": "2026-08-23"
61
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62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
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140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
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  "representative": "2026"
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173
  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
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  "representative": "2026"
227
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  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
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  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
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  "basis": "companyFundamentals",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
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  "representative": "2026"
282
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
285
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286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
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  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
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  "representative": "2026"
337
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338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -619,13 +619,13 @@
619
  "version": "v4.0"
620
  },
621
  "time": {
622
- "asOf": "2026-08-23",
623
  "dataAsOf": {
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  "latestPeriod": "2025",
625
- "retrievedAt": "2026-08-23"
626
  },
627
  "period": "2025",
628
- "knowledgeBoundary": "2026-08-23"
629
  },
630
  "status": "usable",
631
  "conclusion": {
@@ -687,7 +687,7 @@
687
  "basis": "creditNarrative",
688
  "direction": "neutral",
689
  "horizon": "latestPeriod",
690
- "asOf": "2026-08-23",
691
  "dataAsOf": "2025",
692
  "period": "2025",
693
  "status": "derived",
@@ -706,7 +706,7 @@
706
  "basis": "creditNarrative",
707
  "direction": "adverse",
708
  "horizon": "latestPeriod",
709
- "asOf": "2026-08-23",
710
  "dataAsOf": "2025",
711
  "period": "2025",
712
  "status": "derived",
@@ -725,7 +725,7 @@
725
  "basis": "creditNarrative",
726
  "direction": "adverse",
727
  "horizon": "latestPeriod",
728
- "asOf": "2026-08-23",
729
  "dataAsOf": "2025",
730
  "period": "2025",
731
  "status": "derived",
@@ -744,7 +744,7 @@
744
  "basis": "creditNarrative",
745
  "direction": "adverse",
746
  "horizon": "latestPeriod",
747
- "asOf": "2026-08-23",
748
  "dataAsOf": "2025",
749
  "period": "2025",
750
  "status": "derived",
@@ -924,14 +924,14 @@
924
  "version": "1"
925
  },
926
  "time": {
927
- "asOf": "2026-08-23",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
- "retrievedAt": "2026-08-23"
932
  },
933
  "period": null,
934
- "knowledgeBoundary": "2026-08-23"
935
  },
936
  "status": "partial",
937
  "conclusion": {
@@ -1051,19 +1051,19 @@
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
- "asOf": "2026-08-23",
1055
- "dataAsOf": "2026-08-21",
1056
  "period": "2025",
1057
- "knowledgeBoundary": "2026-08-23"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
1061
- "label": "괴리 판단 보류",
1062
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1063
  },
1064
  "confidence": {
1065
- "level": "medium",
1066
- "score": 65.0,
1067
  "method": "threeBlockCoverageAndSignalClarity"
1068
  },
1069
  "drivers": [
@@ -1084,8 +1084,8 @@
1084
  {
1085
  "id": "price",
1086
  "label": "가격 반응",
1087
- "score": 0.0,
1088
- "direction": "neutral",
1089
  "sourceRef": "price.score"
1090
  }
1091
  ],
@@ -1097,7 +1097,7 @@
1097
  "basis": "marketBehavior",
1098
  "direction": "adverse",
1099
  "horizon": "latestPeriod",
1100
- "asOf": "2026-08-23",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
@@ -1117,8 +1117,8 @@
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
- "asOf": "2026-08-23",
1121
- "dataAsOf": "2026-08-21",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
@@ -1130,17 +1130,17 @@
1130
  "falsifierRefs": [
1131
  "classificationBreak"
1132
  ],
1133
- "relation": "inconclusive"
1134
  },
1135
  {
1136
  "id": "quant.priceReaction",
1137
  "label": "가격 반응",
1138
  "comparisonKey": "marketReaction",
1139
  "basis": "marketBehavior",
1140
- "direction": "neutral",
1141
  "horizon": "currentMarket",
1142
- "asOf": "2026-08-23",
1143
- "dataAsOf": "2026-08-21",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
@@ -1150,7 +1150,7 @@
1150
  "falsifierRefs": [
1151
  "classificationBreak"
1152
  ],
1153
- "value": 0.0
1154
  }
1155
  ],
1156
  "evidence": [
@@ -1175,7 +1175,7 @@
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
- "observedAt": "2026-08-21",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
@@ -1209,7 +1209,7 @@
1209
  "falsifiers": [
1210
  {
1211
  "id": "classificationBreak",
1212
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1213
  }
1214
  ],
1215
  "payload": {
@@ -1218,7 +1218,7 @@
1218
  "expectation",
1219
  "price"
1220
  ],
1221
- "classification": "inconclusive"
1222
  }
1223
  },
1224
  "macro": {
@@ -1231,15 +1231,15 @@
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
- "asOf": "2026-08-23",
1235
- "dataAsOf": "2026-08-21",
1236
  "period": null,
1237
- "knowledgeBoundary": "2026-08-23"
1238
  },
1239
  "status": "partial",
1240
  "conclusion": {
1241
- "label": "거시 전파 경로 혼재",
1242
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "medium",
@@ -1250,28 +1250,28 @@
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
- "value": 2.75,
1254
  "unit": "%p",
1255
- "signal": "rising",
1256
- "change": 0.020000000000000018,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
- "value": 2.75,
1263
  "unit": "%",
1264
- "signal": "flat",
1265
- "change": 0.0,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  },
1268
  {
1269
  "id": "DCOILWTICO",
1270
  "label": "WTI",
1271
- "value": 86.48,
1272
  "unit": "$",
1273
- "signal": "rising",
1274
- "change": 0.4399999999999977,
1275
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1276
  },
1277
  {
@@ -1286,21 +1286,44 @@
1286
  {
1287
  "id": "USDKRW",
1288
  "label": "원/달러",
1289
- "value": 1386.5,
1290
  "unit": "원",
1291
  "signal": "falling",
1292
- "change": -6.099999999999909,
1293
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1294
  }
1295
  ],
1296
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1297
  "evidence": [
1298
  {
1299
  "id": "macro.driver.BAMLH0A0HYM2",
1300
  "kind": "macroObservation",
1301
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1302
  "status": "observed",
1303
- "observedAt": "2026-08-20",
1304
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1305
  },
1306
  {
@@ -1308,7 +1331,7 @@
1308
  "kind": "macroObservation",
1309
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1310
  "status": "observed",
1311
- "observedAt": "2026-08-21",
1312
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1313
  },
1314
  {
@@ -1316,7 +1339,7 @@
1316
  "kind": "macroObservation",
1317
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1318
  "status": "observed",
1319
- "observedAt": "2026-08-18",
1320
  "detail": "WTI 최신 관측과 직전 변화"
1321
  },
1322
  {
@@ -1332,7 +1355,7 @@
1332
  "kind": "macroObservation",
1333
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1334
  "status": "observed",
1335
- "observedAt": "2026-08-21",
1336
  "detail": "원/달러 최신 관측과 직전 변화"
1337
  },
1338
  {
@@ -1594,12 +1617,88 @@
1594
  "noComposite": true,
1595
  "tensions": {
1596
  "schemaVersion": 1,
1597
- "items": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1598
  "evaluations": [
1599
  {
1600
  "patternId": "fundamentalPriceDivergence",
1601
- "status": "clear",
1602
- "reason": "aligned"
1603
  },
1604
  {
1605
  "patternId": "earningsCashDivergence",
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
619
  "version": "v4.0"
620
  },
621
  "time": {
622
+ "asOf": "2026-08-30",
623
  "dataAsOf": {
624
  "latestPeriod": "2025",
625
+ "retrievedAt": "2026-08-30"
626
  },
627
  "period": "2025",
628
+ "knowledgeBoundary": "2026-08-30"
629
  },
630
  "status": "usable",
631
  "conclusion": {
 
687
  "basis": "creditNarrative",
688
  "direction": "neutral",
689
  "horizon": "latestPeriod",
690
+ "asOf": "2026-08-30",
691
  "dataAsOf": "2025",
692
  "period": "2025",
693
  "status": "derived",
 
706
  "basis": "creditNarrative",
707
  "direction": "adverse",
708
  "horizon": "latestPeriod",
709
+ "asOf": "2026-08-30",
710
  "dataAsOf": "2025",
711
  "period": "2025",
712
  "status": "derived",
 
725
  "basis": "creditNarrative",
726
  "direction": "adverse",
727
  "horizon": "latestPeriod",
728
+ "asOf": "2026-08-30",
729
  "dataAsOf": "2025",
730
  "period": "2025",
731
  "status": "derived",
 
744
  "basis": "creditNarrative",
745
  "direction": "adverse",
746
  "horizon": "latestPeriod",
747
+ "asOf": "2026-08-30",
748
  "dataAsOf": "2025",
749
  "period": "2025",
750
  "status": "derived",
 
924
  "version": "1"
925
  },
926
  "time": {
927
+ "asOf": "2026-08-30",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
+ "retrievedAt": "2026-08-30"
932
  },
933
  "period": null,
934
+ "knowledgeBoundary": "2026-08-30"
935
  },
936
  "status": "partial",
937
  "conclusion": {
 
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
+ "asOf": "2026-08-30",
1055
+ "dataAsOf": "2026-08-28",
1056
  "period": "2025",
1057
+ "knowledgeBoundary": "2026-08-30"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
1061
+ "label": "가격 기대 과열 가능성",
1062
+ "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다."
1063
  },
1064
  "confidence": {
1065
+ "level": "high",
1066
+ "score": 100.0,
1067
  "method": "threeBlockCoverageAndSignalClarity"
1068
  },
1069
  "drivers": [
 
1084
  {
1085
  "id": "price",
1086
  "label": "가격 반응",
1087
+ "score": 0.25,
1088
+ "direction": "positive",
1089
  "sourceRef": "price.score"
1090
  }
1091
  ],
 
1097
  "basis": "marketBehavior",
1098
  "direction": "adverse",
1099
  "horizon": "latestPeriod",
1100
+ "asOf": "2026-08-30",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
 
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
+ "asOf": "2026-08-30",
1121
+ "dataAsOf": "2026-08-28",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
 
1130
  "falsifierRefs": [
1131
  "classificationBreak"
1132
  ],
1133
+ "relation": "overOptimism"
1134
  },
1135
  {
1136
  "id": "quant.priceReaction",
1137
  "label": "가격 반응",
1138
  "comparisonKey": "marketReaction",
1139
  "basis": "marketBehavior",
1140
+ "direction": "supportive",
1141
  "horizon": "currentMarket",
1142
+ "asOf": "2026-08-30",
1143
+ "dataAsOf": "2026-08-28",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
 
1150
  "falsifierRefs": [
1151
  "classificationBreak"
1152
  ],
1153
+ "value": 0.25
1154
  }
1155
  ],
1156
  "evidence": [
 
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
+ "observedAt": "2026-08-28",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
 
1209
  "falsifiers": [
1210
  {
1211
  "id": "classificationBreak",
1212
+ "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
1213
  }
1214
  ],
1215
  "payload": {
 
1218
  "expectation",
1219
  "price"
1220
  ],
1221
+ "classification": "overOptimism"
1222
  }
1223
  },
1224
  "macro": {
 
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
+ "asOf": "2026-08-30",
1235
+ "dataAsOf": "2026-08-28",
1236
  "period": null,
1237
+ "knowledgeBoundary": "2026-08-30"
1238
  },
1239
  "status": "partial",
1240
  "conclusion": {
1241
+ "label": "거시 역풍 경로 우세",
1242
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "medium",
 
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
+ "value": 2.63,
1254
  "unit": "%p",
1255
+ "signal": "falling",
1256
+ "change": -0.040000000000000036,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
+ "value": 3.0,
1263
  "unit": "%",
1264
+ "signal": "rising",
1265
+ "change": 0.25,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  },
1268
  {
1269
  "id": "DCOILWTICO",
1270
  "label": "WTI",
1271
+ "value": 83.9,
1272
  "unit": "$",
1273
+ "signal": "falling",
1274
+ "change": -2.4399999999999977,
1275
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1276
  },
1277
  {
 
1286
  {
1287
  "id": "USDKRW",
1288
  "label": "원/달러",
1289
+ "value": 1372.5,
1290
  "unit": "원",
1291
  "signal": "falling",
1292
+ "change": -8.400000000000091,
1293
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1294
  }
1295
  ],
1296
+ "claims": [
1297
+ {
1298
+ "id": "macro.companyTransmission",
1299
+ "label": "기업 직접근거 거시 전달경로",
1300
+ "comparisonKey": "macroTransmission",
1301
+ "basis": "macroCompanyEdges",
1302
+ "direction": "adverse",
1303
+ "horizon": "currentCycle",
1304
+ "asOf": "2026-08-30",
1305
+ "dataAsOf": "2026-08-28",
1306
+ "period": null,
1307
+ "status": "derived",
1308
+ "sourceRef": "dartlab://analysis/000390/product/drivers/debtRatio",
1309
+ "evidenceRefs": [
1310
+ "macro.company.analysis.debtRatio",
1311
+ "macro.company.analysis.interestCoverage"
1312
+ ],
1313
+ "falsifierRefs": [
1314
+ "rate-debt-interest.0",
1315
+ "rate-debt-interest.1",
1316
+ "rate-debt-interest.2"
1317
+ ]
1318
+ }
1319
+ ],
1320
  "evidence": [
1321
  {
1322
  "id": "macro.driver.BAMLH0A0HYM2",
1323
  "kind": "macroObservation",
1324
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1325
  "status": "observed",
1326
+ "observedAt": "2026-08-27",
1327
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1328
  },
1329
  {
 
1331
  "kind": "macroObservation",
1332
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1333
  "status": "observed",
1334
+ "observedAt": "2026-08-27",
1335
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1336
  },
1337
  {
 
1339
  "kind": "macroObservation",
1340
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1341
  "status": "observed",
1342
+ "observedAt": "2026-08-25",
1343
  "detail": "WTI 최신 관측과 직전 변화"
1344
  },
1345
  {
 
1355
  "kind": "macroObservation",
1356
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1357
  "status": "observed",
1358
+ "observedAt": "2026-08-28",
1359
  "detail": "원/달러 최신 관측과 직전 변화"
1360
  },
1361
  {
 
1617
  "noComposite": true,
1618
  "tensions": {
1619
  "schemaVersion": 1,
1620
+ "items": [
1621
+ {
1622
+ "schemaVersion": 1,
1623
+ "id": "fundamentalPriceDivergence:8e9ba60f4cf9",
1624
+ "target": "000390",
1625
+ "patternId": "fundamentalPriceDivergence",
1626
+ "kind": "divergence",
1627
+ "status": "active",
1628
+ "asOf": "2026-08-30",
1629
+ "headline": {
1630
+ "kr": "펀더멘털과 가격 반응이 갈립니다",
1631
+ "en": "Fundamentals and price reaction diverge"
1632
+ },
1633
+ "mechanism": {
1634
+ "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.",
1635
+ "en": "Filing-based change and market price point in opposite directions."
1636
+ },
1637
+ "question": {
1638
+ "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.",
1639
+ "en": "Check whether price missed the change or the filings lag an emerging risk."
1640
+ },
1641
+ "sides": [
1642
+ {
1643
+ "engine": "quant",
1644
+ "claimId": "quant.fundamental",
1645
+ "label": "공시 이익 변화",
1646
+ "comparisonKey": "fundamentalMomentum",
1647
+ "basis": "marketBehavior",
1648
+ "direction": "adverse",
1649
+ "horizon": "latestPeriod",
1650
+ "asOf": "2026-08-30",
1651
+ "dataAsOf": "2025",
1652
+ "period": "2025",
1653
+ "status": "observed",
1654
+ "sourceRef": "dartlab://quant/earnings",
1655
+ "evidenceRefs": [
1656
+ "quant.fundamental"
1657
+ ],
1658
+ "value": -0.85
1659
+ },
1660
+ {
1661
+ "engine": "quant",
1662
+ "claimId": "quant.priceReaction",
1663
+ "label": "가격 반응",
1664
+ "comparisonKey": "marketReaction",
1665
+ "basis": "marketBehavior",
1666
+ "direction": "supportive",
1667
+ "horizon": "currentMarket",
1668
+ "asOf": "2026-08-30",
1669
+ "dataAsOf": "2026-08-28",
1670
+ "period": "2025",
1671
+ "status": "observed",
1672
+ "sourceRef": "dartlab://quant/verdict",
1673
+ "evidenceRefs": [
1674
+ "quant.price"
1675
+ ],
1676
+ "value": 0.25
1677
+ }
1678
+ ],
1679
+ "falsifiers": [
1680
+ {
1681
+ "id": "quant.classificationBreak",
1682
+ "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
1683
+ }
1684
+ ],
1685
+ "gaps": [
1686
+ {
1687
+ "id": "quant.quant.analystConsensus",
1688
+ "status": "unsupported",
1689
+ "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.",
1690
+ "sourceRef": "dartlab://gather/revenueConsensus"
1691
+ }
1692
+ ],
1693
+ "algorithmVersion": "1",
1694
+ "noComposite": true
1695
+ }
1696
+ ],
1697
  "evaluations": [
1698
  {
1699
  "patternId": "fundamentalPriceDivergence",
1700
+ "status": "active",
1701
+ "reason": "active"
1702
  },
1703
  {
1704
  "patternId": "earningsCashDivergence",
landing/lenses/000400.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
40
  "representative": "2026"
41
  },
42
  "mixedPeriods": false,
43
- "retrievedAt": "2026-08-23"
44
  },
45
  "period": "2026",
46
- "knowledgeBoundary": "2026-08-23"
47
  },
48
  "status": "partial",
49
  "conclusion": {
@@ -104,7 +104,7 @@
104
  "basis": "companyFundamentals",
105
  "direction": "supportive",
106
  "horizon": "latestPeriod",
107
- "asOf": "2026-08-23",
108
  "dataAsOf": {
109
  "latestPeriod": "2026",
110
  "earliestPeriod": "2024",
@@ -124,7 +124,7 @@
124
  "representative": "2026"
125
  },
126
  "mixedPeriods": false,
127
- "retrievedAt": "2026-08-23"
128
  },
129
  "period": "2025",
130
  "status": "derived",
@@ -370,13 +370,13 @@
370
  "version": "v4.1-TrackB-diagnostic"
371
  },
372
  "time": {
373
- "asOf": "2026-08-23",
374
  "dataAsOf": {
375
  "latestPeriod": "2025",
376
- "retrievedAt": "2026-08-23"
377
  },
378
  "period": "2025",
379
- "knowledgeBoundary": "2026-08-23"
380
  },
381
  "status": "blocked",
382
  "conclusion": {
@@ -476,14 +476,14 @@
476
  "version": "1"
477
  },
478
  "time": {
479
- "asOf": "2026-08-23",
480
  "dataAsOf": {
481
  "mappingUpdatedAt": "2026-04-14",
482
  "financialPeriod": null,
483
- "retrievedAt": "2026-08-23"
484
  },
485
  "period": null,
486
- "knowledgeBoundary": "2026-08-23"
487
  },
488
  "status": "partial",
489
  "conclusion": {
@@ -603,10 +603,10 @@
603
  "version": "1"
604
  },
605
  "time": {
606
- "asOf": "2026-08-23",
607
- "dataAsOf": "2026-08-21",
608
  "period": null,
609
- "knowledgeBoundary": "2026-08-23"
610
  },
611
  "status": "partial",
612
  "conclusion": {
@@ -635,8 +635,8 @@
635
  "basis": "marketBehavior",
636
  "direction": "unknown",
637
  "horizon": "latestDecision",
638
- "asOf": "2026-08-23",
639
- "dataAsOf": "2026-08-21",
640
  "period": null,
641
  "status": "derived",
642
  "sourceRef": "dartlab://quant/verdict",
@@ -655,8 +655,8 @@
655
  "basis": "marketBehavior",
656
  "direction": "supportive",
657
  "horizon": "currentMarket",
658
- "asOf": "2026-08-23",
659
- "dataAsOf": "2026-08-21",
660
  "period": null,
661
  "status": "observed",
662
  "sourceRef": "dartlab://quant/verdict",
@@ -675,7 +675,7 @@
675
  "kind": "marketReaction",
676
  "sourceRef": "dartlab://quant/verdict",
677
  "status": "derived",
678
- "observedAt": "2026-08-21",
679
  "detail": "괴리 판정의 price 입력"
680
  }
681
  ],
@@ -743,15 +743,15 @@
743
  "version": "1"
744
  },
745
  "time": {
746
- "asOf": "2026-08-23",
747
- "dataAsOf": "2026-08-21",
748
  "period": null,
749
- "knowledgeBoundary": "2026-08-23"
750
  },
751
  "status": "partial",
752
  "conclusion": {
753
- "label": "거시 전파 경로 혼재",
754
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
755
  },
756
  "confidence": {
757
  "level": "medium",
@@ -762,30 +762,53 @@
762
  {
763
  "id": "BAMLH0A0HYM2",
764
  "label": "미국 HY 스프레드",
765
- "value": 2.75,
766
  "unit": "%p",
767
- "signal": "rising",
768
- "change": 0.020000000000000018,
769
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
770
  },
771
  {
772
  "id": "BASE_RATE",
773
  "label": "한국 기준금리",
774
- "value": 2.75,
775
  "unit": "%",
776
- "signal": "flat",
777
- "change": 0.0,
778
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
779
  }
780
  ],
781
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
782
  "evidence": [
783
  {
784
  "id": "macro.driver.BAMLH0A0HYM2",
785
  "kind": "macroObservation",
786
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
787
  "status": "observed",
788
- "observedAt": "2026-08-20",
789
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
790
  },
791
  {
@@ -793,7 +816,7 @@
793
  "kind": "macroObservation",
794
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
795
  "status": "observed",
796
- "observedAt": "2026-08-21",
797
  "detail": "한국 기준금리 최신 관측과 직전 변화"
798
  },
799
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
 
40
  "representative": "2026"
41
  },
42
  "mixedPeriods": false,
43
+ "retrievedAt": "2026-08-30"
44
  },
45
  "period": "2026",
46
+ "knowledgeBoundary": "2026-08-30"
47
  },
48
  "status": "partial",
49
  "conclusion": {
 
104
  "basis": "companyFundamentals",
105
  "direction": "supportive",
106
  "horizon": "latestPeriod",
107
+ "asOf": "2026-08-30",
108
  "dataAsOf": {
109
  "latestPeriod": "2026",
110
  "earliestPeriod": "2024",
 
124
  "representative": "2026"
125
  },
126
  "mixedPeriods": false,
127
+ "retrievedAt": "2026-08-30"
128
  },
129
  "period": "2025",
130
  "status": "derived",
 
370
  "version": "v4.1-TrackB-diagnostic"
371
  },
372
  "time": {
373
+ "asOf": "2026-08-30",
374
  "dataAsOf": {
375
  "latestPeriod": "2025",
376
+ "retrievedAt": "2026-08-30"
377
  },
378
  "period": "2025",
379
+ "knowledgeBoundary": "2026-08-30"
380
  },
381
  "status": "blocked",
382
  "conclusion": {
 
476
  "version": "1"
477
  },
478
  "time": {
479
+ "asOf": "2026-08-30",
480
  "dataAsOf": {
481
  "mappingUpdatedAt": "2026-04-14",
482
  "financialPeriod": null,
483
+ "retrievedAt": "2026-08-30"
484
  },
485
  "period": null,
486
+ "knowledgeBoundary": "2026-08-30"
487
  },
488
  "status": "partial",
489
  "conclusion": {
 
603
  "version": "1"
604
  },
605
  "time": {
606
+ "asOf": "2026-08-30",
607
+ "dataAsOf": "2026-08-28",
608
  "period": null,
609
+ "knowledgeBoundary": "2026-08-30"
610
  },
611
  "status": "partial",
612
  "conclusion": {
 
635
  "basis": "marketBehavior",
636
  "direction": "unknown",
637
  "horizon": "latestDecision",
638
+ "asOf": "2026-08-30",
639
+ "dataAsOf": "2026-08-28",
640
  "period": null,
641
  "status": "derived",
642
  "sourceRef": "dartlab://quant/verdict",
 
655
  "basis": "marketBehavior",
656
  "direction": "supportive",
657
  "horizon": "currentMarket",
658
+ "asOf": "2026-08-30",
659
+ "dataAsOf": "2026-08-28",
660
  "period": null,
661
  "status": "observed",
662
  "sourceRef": "dartlab://quant/verdict",
 
675
  "kind": "marketReaction",
676
  "sourceRef": "dartlab://quant/verdict",
677
  "status": "derived",
678
+ "observedAt": "2026-08-28",
679
  "detail": "괴리 판정의 price 입력"
680
  }
681
  ],
 
743
  "version": "1"
744
  },
745
  "time": {
746
+ "asOf": "2026-08-30",
747
+ "dataAsOf": "2026-08-27",
748
  "period": null,
749
+ "knowledgeBoundary": "2026-08-30"
750
  },
751
  "status": "partial",
752
  "conclusion": {
753
+ "label": "거시 역풍 경로 우세",
754
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
755
  },
756
  "confidence": {
757
  "level": "medium",
 
762
  {
763
  "id": "BAMLH0A0HYM2",
764
  "label": "미국 HY 스프레드",
765
+ "value": 2.63,
766
  "unit": "%p",
767
+ "signal": "falling",
768
+ "change": -0.040000000000000036,
769
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
770
  },
771
  {
772
  "id": "BASE_RATE",
773
  "label": "한국 기준금리",
774
+ "value": 3.0,
775
  "unit": "%",
776
+ "signal": "rising",
777
+ "change": 0.25,
778
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
779
  }
780
  ],
781
+ "claims": [
782
+ {
783
+ "id": "macro.companyTransmission",
784
+ "label": "기업 직접근거 거시 전달경로",
785
+ "comparisonKey": "macroTransmission",
786
+ "basis": "macroCompanyEdges",
787
+ "direction": "adverse",
788
+ "horizon": "currentCycle",
789
+ "asOf": "2026-08-30",
790
+ "dataAsOf": "2026-08-27",
791
+ "period": null,
792
+ "status": "derived",
793
+ "sourceRef": "dartlab://analysis/000400/product/drivers/debtRatio",
794
+ "evidenceRefs": [
795
+ "macro.company.analysis.debtRatio",
796
+ "macro.company.analysis.interestCoverage"
797
+ ],
798
+ "falsifierRefs": [
799
+ "rate-debt-interest.0",
800
+ "rate-debt-interest.1",
801
+ "rate-debt-interest.2"
802
+ ]
803
+ }
804
+ ],
805
  "evidence": [
806
  {
807
  "id": "macro.driver.BAMLH0A0HYM2",
808
  "kind": "macroObservation",
809
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
810
  "status": "observed",
811
+ "observedAt": "2026-08-27",
812
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
813
  },
814
  {
 
816
  "kind": "macroObservation",
817
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
818
  "status": "observed",
819
+ "observedAt": "2026-08-27",
820
  "detail": "한국 기준금리 최신 관측과 직전 변화"
821
  },
822
  {
landing/lenses/000430.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
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  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
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  },
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  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
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  },
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  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
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  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -933,14 +933,14 @@
933
  "version": "1"
934
  },
935
  "time": {
936
- "asOf": "2026-08-23",
937
  "dataAsOf": {
938
  "mappingUpdatedAt": "2026-04-14",
939
  "financialPeriod": null,
940
- "retrievedAt": "2026-08-23"
941
  },
942
  "period": null,
943
- "knowledgeBoundary": "2026-08-23"
944
  },
945
  "status": "partial",
946
  "conclusion": {
@@ -1060,19 +1060,19 @@
1060
  "version": "1"
1061
  },
1062
  "time": {
1063
- "asOf": "2026-08-23",
1064
- "dataAsOf": "2026-08-21",
1065
  "period": "2025",
1066
- "knowledgeBoundary": "2026-08-23"
1067
  },
1068
  "status": "usable",
1069
  "conclusion": {
1070
- "label": "괴리 판단 보류",
1071
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1072
  },
1073
  "confidence": {
1074
- "level": "medium",
1075
- "score": 65.0,
1076
  "method": "threeBlockCoverageAndSignalClarity"
1077
  },
1078
  "drivers": [
@@ -1093,8 +1093,8 @@
1093
  {
1094
  "id": "price",
1095
  "label": "가격 반응",
1096
- "score": 0.0,
1097
- "direction": "neutral",
1098
  "sourceRef": "price.score"
1099
  }
1100
  ],
@@ -1106,7 +1106,7 @@
1106
  "basis": "marketBehavior",
1107
  "direction": "supportive",
1108
  "horizon": "latestPeriod",
1109
- "asOf": "2026-08-23",
1110
  "dataAsOf": "2025",
1111
  "period": "2025",
1112
  "status": "observed",
@@ -1126,8 +1126,8 @@
1126
  "basis": "marketBehavior",
1127
  "direction": "unknown",
1128
  "horizon": "latestDecision",
1129
- "asOf": "2026-08-23",
1130
- "dataAsOf": "2026-08-21",
1131
  "period": "2025",
1132
  "status": "derived",
1133
  "sourceRef": "dartlab://quant/earnings",
@@ -1139,17 +1139,17 @@
1139
  "falsifierRefs": [
1140
  "classificationBreak"
1141
  ],
1142
- "relation": "inconclusive"
1143
  },
1144
  {
1145
  "id": "quant.priceReaction",
1146
  "label": "가격 반응",
1147
  "comparisonKey": "marketReaction",
1148
  "basis": "marketBehavior",
1149
- "direction": "neutral",
1150
  "horizon": "currentMarket",
1151
- "asOf": "2026-08-23",
1152
- "dataAsOf": "2026-08-21",
1153
  "period": "2025",
1154
  "status": "observed",
1155
  "sourceRef": "dartlab://quant/verdict",
@@ -1159,7 +1159,7 @@
1159
  "falsifierRefs": [
1160
  "classificationBreak"
1161
  ],
1162
- "value": 0.0
1163
  }
1164
  ],
1165
  "evidence": [
@@ -1184,7 +1184,7 @@
1184
  "kind": "marketReaction",
1185
  "sourceRef": "dartlab://quant/verdict",
1186
  "status": "derived",
1187
- "observedAt": "2026-08-21",
1188
  "detail": "괴리 판정의 price 입력"
1189
  }
1190
  ],
@@ -1212,13 +1212,13 @@
1212
  {
1213
  "id": "reversal",
1214
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1215
- "classification": "reassessment"
1216
  }
1217
  ],
1218
  "falsifiers": [
1219
  {
1220
  "id": "classificationBreak",
1221
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1222
  }
1223
  ],
1224
  "payload": {
@@ -1227,7 +1227,7 @@
1227
  "expectation",
1228
  "price"
1229
  ],
1230
- "classification": "inconclusive"
1231
  }
1232
  },
1233
  "macro": {
@@ -1240,15 +1240,15 @@
1240
  "version": "1"
1241
  },
1242
  "time": {
1243
- "asOf": "2026-08-23",
1244
- "dataAsOf": "2026-08-21",
1245
  "period": null,
1246
- "knowledgeBoundary": "2026-08-23"
1247
  },
1248
  "status": "partial",
1249
  "conclusion": {
1250
- "label": "거시 전파 경로 혼재",
1251
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1252
  },
1253
  "confidence": {
1254
  "level": "medium",
@@ -1259,28 +1259,28 @@
1259
  {
1260
  "id": "BAMLH0A0HYM2",
1261
  "label": "미국 HY 스프레드",
1262
- "value": 2.75,
1263
  "unit": "%p",
1264
- "signal": "rising",
1265
- "change": 0.020000000000000018,
1266
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1267
  },
1268
  {
1269
  "id": "BASE_RATE",
1270
  "label": "한국 기준금리",
1271
- "value": 2.75,
1272
  "unit": "%",
1273
- "signal": "flat",
1274
- "change": 0.0,
1275
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1276
  },
1277
  {
1278
  "id": "DCOILWTICO",
1279
  "label": "WTI",
1280
- "value": 86.48,
1281
  "unit": "$",
1282
- "signal": "rising",
1283
- "change": 0.4399999999999977,
1284
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1285
  },
1286
  {
@@ -1295,21 +1295,44 @@
1295
  {
1296
  "id": "USDKRW",
1297
  "label": "원/달러",
1298
- "value": 1386.5,
1299
  "unit": "원",
1300
  "signal": "falling",
1301
- "change": -6.099999999999909,
1302
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1303
  }
1304
  ],
1305
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1306
  "evidence": [
1307
  {
1308
  "id": "macro.driver.BAMLH0A0HYM2",
1309
  "kind": "macroObservation",
1310
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1311
  "status": "observed",
1312
- "observedAt": "2026-08-20",
1313
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1314
  },
1315
  {
@@ -1317,7 +1340,7 @@
1317
  "kind": "macroObservation",
1318
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1319
  "status": "observed",
1320
- "observedAt": "2026-08-21",
1321
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1322
  },
1323
  {
@@ -1325,7 +1348,7 @@
1325
  "kind": "macroObservation",
1326
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1327
  "status": "observed",
1328
- "observedAt": "2026-08-18",
1329
  "detail": "WTI 최신 관측과 직전 변화"
1330
  },
1331
  {
@@ -1341,7 +1364,7 @@
1341
  "kind": "macroObservation",
1342
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1343
  "status": "observed",
1344
- "observedAt": "2026-08-21",
1345
  "detail": "원/달러 최신 관측과 직전 변화"
1346
  },
1347
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
933
  "version": "1"
934
  },
935
  "time": {
936
+ "asOf": "2026-08-30",
937
  "dataAsOf": {
938
  "mappingUpdatedAt": "2026-04-14",
939
  "financialPeriod": null,
940
+ "retrievedAt": "2026-08-30"
941
  },
942
  "period": null,
943
+ "knowledgeBoundary": "2026-08-30"
944
  },
945
  "status": "partial",
946
  "conclusion": {
 
1060
  "version": "1"
1061
  },
1062
  "time": {
1063
+ "asOf": "2026-08-30",
1064
+ "dataAsOf": "2026-08-28",
1065
  "period": "2025",
1066
+ "knowledgeBoundary": "2026-08-30"
1067
  },
1068
  "status": "usable",
1069
  "conclusion": {
1070
+ "label": "펀더멘털과 가격 확인",
1071
+ "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
1072
  },
1073
  "confidence": {
1074
+ "level": "high",
1075
+ "score": 100.0,
1076
  "method": "threeBlockCoverageAndSignalClarity"
1077
  },
1078
  "drivers": [
 
1093
  {
1094
  "id": "price",
1095
  "label": "가격 반응",
1096
+ "score": 0.25,
1097
+ "direction": "positive",
1098
  "sourceRef": "price.score"
1099
  }
1100
  ],
 
1106
  "basis": "marketBehavior",
1107
  "direction": "supportive",
1108
  "horizon": "latestPeriod",
1109
+ "asOf": "2026-08-30",
1110
  "dataAsOf": "2025",
1111
  "period": "2025",
1112
  "status": "observed",
 
1126
  "basis": "marketBehavior",
1127
  "direction": "unknown",
1128
  "horizon": "latestDecision",
1129
+ "asOf": "2026-08-30",
1130
+ "dataAsOf": "2026-08-28",
1131
  "period": "2025",
1132
  "status": "derived",
1133
  "sourceRef": "dartlab://quant/earnings",
 
1139
  "falsifierRefs": [
1140
  "classificationBreak"
1141
  ],
1142
+ "relation": "confirmation"
1143
  },
1144
  {
1145
  "id": "quant.priceReaction",
1146
  "label": "가격 반응",
1147
  "comparisonKey": "marketReaction",
1148
  "basis": "marketBehavior",
1149
+ "direction": "supportive",
1150
  "horizon": "currentMarket",
1151
+ "asOf": "2026-08-30",
1152
+ "dataAsOf": "2026-08-28",
1153
  "period": "2025",
1154
  "status": "observed",
1155
  "sourceRef": "dartlab://quant/verdict",
 
1159
  "falsifierRefs": [
1160
  "classificationBreak"
1161
  ],
1162
+ "value": 0.25
1163
  }
1164
  ],
1165
  "evidence": [
 
1184
  "kind": "marketReaction",
1185
  "sourceRef": "dartlab://quant/verdict",
1186
  "status": "derived",
1187
+ "observedAt": "2026-08-28",
1188
  "detail": "괴리 판정의 price 입력"
1189
  }
1190
  ],
 
1212
  {
1213
  "id": "reversal",
1214
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1215
+ "classification": "inconclusive"
1216
  }
1217
  ],
1218
  "falsifiers": [
1219
  {
1220
  "id": "classificationBreak",
1221
+ "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
1222
  }
1223
  ],
1224
  "payload": {
 
1227
  "expectation",
1228
  "price"
1229
  ],
1230
+ "classification": "confirmation"
1231
  }
1232
  },
1233
  "macro": {
 
1240
  "version": "1"
1241
  },
1242
  "time": {
1243
+ "asOf": "2026-08-30",
1244
+ "dataAsOf": "2026-08-28",
1245
  "period": null,
1246
+ "knowledgeBoundary": "2026-08-30"
1247
  },
1248
  "status": "partial",
1249
  "conclusion": {
1250
+ "label": "거시 역풍 경로 우세",
1251
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1252
  },
1253
  "confidence": {
1254
  "level": "medium",
 
1259
  {
1260
  "id": "BAMLH0A0HYM2",
1261
  "label": "미국 HY 스프레드",
1262
+ "value": 2.63,
1263
  "unit": "%p",
1264
+ "signal": "falling",
1265
+ "change": -0.040000000000000036,
1266
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1267
  },
1268
  {
1269
  "id": "BASE_RATE",
1270
  "label": "한국 기준금리",
1271
+ "value": 3.0,
1272
  "unit": "%",
1273
+ "signal": "rising",
1274
+ "change": 0.25,
1275
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1276
  },
1277
  {
1278
  "id": "DCOILWTICO",
1279
  "label": "WTI",
1280
+ "value": 83.9,
1281
  "unit": "$",
1282
+ "signal": "falling",
1283
+ "change": -2.4399999999999977,
1284
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1285
  },
1286
  {
 
1295
  {
1296
  "id": "USDKRW",
1297
  "label": "원/달러",
1298
+ "value": 1372.5,
1299
  "unit": "원",
1300
  "signal": "falling",
1301
+ "change": -8.400000000000091,
1302
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1303
  }
1304
  ],
1305
+ "claims": [
1306
+ {
1307
+ "id": "macro.companyTransmission",
1308
+ "label": "기업 직접근거 거시 전달경로",
1309
+ "comparisonKey": "macroTransmission",
1310
+ "basis": "macroCompanyEdges",
1311
+ "direction": "adverse",
1312
+ "horizon": "currentCycle",
1313
+ "asOf": "2026-08-30",
1314
+ "dataAsOf": "2026-08-28",
1315
+ "period": null,
1316
+ "status": "derived",
1317
+ "sourceRef": "dartlab://analysis/000430/product/drivers/debtRatio",
1318
+ "evidenceRefs": [
1319
+ "macro.company.analysis.debtRatio",
1320
+ "macro.company.analysis.interestCoverage"
1321
+ ],
1322
+ "falsifierRefs": [
1323
+ "rate-debt-interest.0",
1324
+ "rate-debt-interest.1",
1325
+ "rate-debt-interest.2"
1326
+ ]
1327
+ }
1328
+ ],
1329
  "evidence": [
1330
  {
1331
  "id": "macro.driver.BAMLH0A0HYM2",
1332
  "kind": "macroObservation",
1333
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1334
  "status": "observed",
1335
+ "observedAt": "2026-08-27",
1336
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1337
  },
1338
  {
 
1340
  "kind": "macroObservation",
1341
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1342
  "status": "observed",
1343
+ "observedAt": "2026-08-27",
1344
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1345
  },
1346
  {
 
1348
  "kind": "macroObservation",
1349
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1350
  "status": "observed",
1351
+ "observedAt": "2026-08-25",
1352
  "detail": "WTI 최신 관측과 직전 변화"
1353
  },
1354
  {
 
1364
  "kind": "macroObservation",
1365
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1366
  "status": "observed",
1367
+ "observedAt": "2026-08-28",
1368
  "detail": "원/달러 최신 관측과 직전 변화"
1369
  },
1370
  {
landing/lenses/000440.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -622,13 +622,13 @@
622
  "version": "v4.0"
623
  },
624
  "time": {
625
- "asOf": "2026-08-23",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
- "retrievedAt": "2026-08-23"
629
  },
630
  "period": "2025",
631
- "knowledgeBoundary": "2026-08-23"
632
  },
633
  "status": "usable",
634
  "conclusion": {
@@ -690,7 +690,7 @@
690
  "basis": "creditNarrative",
691
  "direction": "supportive",
692
  "horizon": "latestPeriod",
693
- "asOf": "2026-08-23",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
@@ -709,7 +709,7 @@
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
- "asOf": "2026-08-23",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
@@ -728,7 +728,7 @@
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
- "asOf": "2026-08-23",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
@@ -747,7 +747,7 @@
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
- "asOf": "2026-08-23",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
@@ -912,7 +912,7 @@
912
  "notchAdjustment": null,
913
  "divergenceExplanation": [
914
  "유동성 축이 37점으로 등급 하방 압력",
915
- "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과",
916
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
917
  ]
918
  }
@@ -927,14 +927,14 @@
927
  "version": "1"
928
  },
929
  "time": {
930
- "asOf": "2026-08-23",
931
  "dataAsOf": {
932
  "mappingUpdatedAt": "2026-04-14",
933
  "financialPeriod": null,
934
- "retrievedAt": "2026-08-23"
935
  },
936
  "period": null,
937
- "knowledgeBoundary": "2026-08-23"
938
  },
939
  "status": "partial",
940
  "conclusion": {
@@ -1054,10 +1054,10 @@
1054
  "version": "1"
1055
  },
1056
  "time": {
1057
- "asOf": "2026-08-23",
1058
- "dataAsOf": "2026-08-21",
1059
  "period": "2025",
1060
- "knowledgeBoundary": "2026-08-23"
1061
  },
1062
  "status": "usable",
1063
  "conclusion": {
@@ -1100,7 +1100,7 @@
1100
  "basis": "marketBehavior",
1101
  "direction": "adverse",
1102
  "horizon": "latestPeriod",
1103
- "asOf": "2026-08-23",
1104
  "dataAsOf": "2025",
1105
  "period": "2025",
1106
  "status": "observed",
@@ -1120,8 +1120,8 @@
1120
  "basis": "marketBehavior",
1121
  "direction": "unknown",
1122
  "horizon": "latestDecision",
1123
- "asOf": "2026-08-23",
1124
- "dataAsOf": "2026-08-21",
1125
  "period": "2025",
1126
  "status": "derived",
1127
  "sourceRef": "dartlab://quant/earnings",
@@ -1142,8 +1142,8 @@
1142
  "basis": "marketBehavior",
1143
  "direction": "adverse",
1144
  "horizon": "currentMarket",
1145
- "asOf": "2026-08-23",
1146
- "dataAsOf": "2026-08-21",
1147
  "period": "2025",
1148
  "status": "observed",
1149
  "sourceRef": "dartlab://quant/verdict",
@@ -1178,7 +1178,7 @@
1178
  "kind": "marketReaction",
1179
  "sourceRef": "dartlab://quant/verdict",
1180
  "status": "derived",
1181
- "observedAt": "2026-08-21",
1182
  "detail": "괴리 판정의 price 입력"
1183
  }
1184
  ],
@@ -1234,15 +1234,15 @@
1234
  "version": "1"
1235
  },
1236
  "time": {
1237
- "asOf": "2026-08-23",
1238
- "dataAsOf": "2026-08-21",
1239
  "period": null,
1240
- "knowledgeBoundary": "2026-08-23"
1241
  },
1242
  "status": "partial",
1243
  "conclusion": {
1244
- "label": "거시 전파 경로 혼재",
1245
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1246
  },
1247
  "confidence": {
1248
  "level": "medium",
@@ -1253,19 +1253,19 @@
1253
  {
1254
  "id": "BAMLH0A0HYM2",
1255
  "label": "미국 HY 스프레드",
1256
- "value": 2.75,
1257
  "unit": "%p",
1258
- "signal": "rising",
1259
- "change": 0.020000000000000018,
1260
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1261
  },
1262
  {
1263
  "id": "BASE_RATE",
1264
  "label": "한국 기준금리",
1265
- "value": 2.75,
1266
  "unit": "%",
1267
- "signal": "flat",
1268
- "change": 0.0,
1269
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1270
  },
1271
  {
@@ -1278,14 +1278,37 @@
1278
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1279
  }
1280
  ],
1281
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1282
  "evidence": [
1283
  {
1284
  "id": "macro.driver.BAMLH0A0HYM2",
1285
  "kind": "macroObservation",
1286
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1287
  "status": "observed",
1288
- "observedAt": "2026-08-20",
1289
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1290
  },
1291
  {
@@ -1293,7 +1316,7 @@
1293
  "kind": "macroObservation",
1294
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1295
  "status": "observed",
1296
- "observedAt": "2026-08-21",
1297
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1298
  },
1299
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
622
  "version": "v4.0"
623
  },
624
  "time": {
625
+ "asOf": "2026-08-30",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
+ "retrievedAt": "2026-08-30"
629
  },
630
  "period": "2025",
631
+ "knowledgeBoundary": "2026-08-30"
632
  },
633
  "status": "usable",
634
  "conclusion": {
 
690
  "basis": "creditNarrative",
691
  "direction": "supportive",
692
  "horizon": "latestPeriod",
693
+ "asOf": "2026-08-30",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
 
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
+ "asOf": "2026-08-30",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
 
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
+ "asOf": "2026-08-30",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
 
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
+ "asOf": "2026-08-30",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
 
912
  "notchAdjustment": null,
913
  "divergenceExplanation": [
914
  "유동성 축이 37점으로 등급 하방 압력",
915
+ "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.49%). 최근 주가 하락이 반영된 결과",
916
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
917
  ]
918
  }
 
927
  "version": "1"
928
  },
929
  "time": {
930
+ "asOf": "2026-08-30",
931
  "dataAsOf": {
932
  "mappingUpdatedAt": "2026-04-14",
933
  "financialPeriod": null,
934
+ "retrievedAt": "2026-08-30"
935
  },
936
  "period": null,
937
+ "knowledgeBoundary": "2026-08-30"
938
  },
939
  "status": "partial",
940
  "conclusion": {
 
1054
  "version": "1"
1055
  },
1056
  "time": {
1057
+ "asOf": "2026-08-30",
1058
+ "dataAsOf": "2026-08-28",
1059
  "period": "2025",
1060
+ "knowledgeBoundary": "2026-08-30"
1061
  },
1062
  "status": "usable",
1063
  "conclusion": {
 
1100
  "basis": "marketBehavior",
1101
  "direction": "adverse",
1102
  "horizon": "latestPeriod",
1103
+ "asOf": "2026-08-30",
1104
  "dataAsOf": "2025",
1105
  "period": "2025",
1106
  "status": "observed",
 
1120
  "basis": "marketBehavior",
1121
  "direction": "unknown",
1122
  "horizon": "latestDecision",
1123
+ "asOf": "2026-08-30",
1124
+ "dataAsOf": "2026-08-28",
1125
  "period": "2025",
1126
  "status": "derived",
1127
  "sourceRef": "dartlab://quant/earnings",
 
1142
  "basis": "marketBehavior",
1143
  "direction": "adverse",
1144
  "horizon": "currentMarket",
1145
+ "asOf": "2026-08-30",
1146
+ "dataAsOf": "2026-08-28",
1147
  "period": "2025",
1148
  "status": "observed",
1149
  "sourceRef": "dartlab://quant/verdict",
 
1178
  "kind": "marketReaction",
1179
  "sourceRef": "dartlab://quant/verdict",
1180
  "status": "derived",
1181
+ "observedAt": "2026-08-28",
1182
  "detail": "괴리 판정의 price 입력"
1183
  }
1184
  ],
 
1234
  "version": "1"
1235
  },
1236
  "time": {
1237
+ "asOf": "2026-08-30",
1238
+ "dataAsOf": "2026-08-27",
1239
  "period": null,
1240
+ "knowledgeBoundary": "2026-08-30"
1241
  },
1242
  "status": "partial",
1243
  "conclusion": {
1244
+ "label": "거시 역풍 경로 우세",
1245
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1246
  },
1247
  "confidence": {
1248
  "level": "medium",
 
1253
  {
1254
  "id": "BAMLH0A0HYM2",
1255
  "label": "미국 HY 스프레드",
1256
+ "value": 2.63,
1257
  "unit": "%p",
1258
+ "signal": "falling",
1259
+ "change": -0.040000000000000036,
1260
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1261
  },
1262
  {
1263
  "id": "BASE_RATE",
1264
  "label": "한국 기준금리",
1265
+ "value": 3.0,
1266
  "unit": "%",
1267
+ "signal": "rising",
1268
+ "change": 0.25,
1269
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1270
  },
1271
  {
 
1278
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1279
  }
1280
  ],
1281
+ "claims": [
1282
+ {
1283
+ "id": "macro.companyTransmission",
1284
+ "label": "기업 직접근거 거시 전달경로",
1285
+ "comparisonKey": "macroTransmission",
1286
+ "basis": "macroCompanyEdges",
1287
+ "direction": "adverse",
1288
+ "horizon": "currentCycle",
1289
+ "asOf": "2026-08-30",
1290
+ "dataAsOf": "2026-08-27",
1291
+ "period": null,
1292
+ "status": "derived",
1293
+ "sourceRef": "dartlab://analysis/000440/product/drivers/debtRatio",
1294
+ "evidenceRefs": [
1295
+ "macro.company.analysis.debtRatio",
1296
+ "macro.company.analysis.interestCoverage"
1297
+ ],
1298
+ "falsifierRefs": [
1299
+ "rate-debt-interest.0",
1300
+ "rate-debt-interest.1",
1301
+ "rate-debt-interest.2"
1302
+ ]
1303
+ }
1304
+ ],
1305
  "evidence": [
1306
  {
1307
  "id": "macro.driver.BAMLH0A0HYM2",
1308
  "kind": "macroObservation",
1309
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1310
  "status": "observed",
1311
+ "observedAt": "2026-08-27",
1312
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1313
  },
1314
  {
 
1316
  "kind": "macroObservation",
1317
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1318
  "status": "observed",
1319
+ "observedAt": "2026-08-27",
1320
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1321
  },
1322
  {
landing/lenses/000480.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "neutral",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -935,14 +935,14 @@
935
  "version": "1"
936
  },
937
  "time": {
938
- "asOf": "2026-08-23",
939
  "dataAsOf": {
940
  "mappingUpdatedAt": "2026-04-14",
941
  "financialPeriod": null,
942
- "retrievedAt": "2026-08-23"
943
  },
944
  "period": null,
945
- "knowledgeBoundary": "2026-08-23"
946
  },
947
  "status": "partial",
948
  "conclusion": {
@@ -1062,10 +1062,10 @@
1062
  "version": "1"
1063
  },
1064
  "time": {
1065
- "asOf": "2026-08-23",
1066
- "dataAsOf": "2026-08-21",
1067
  "period": "2025",
1068
- "knowledgeBoundary": "2026-08-23"
1069
  },
1070
  "status": "usable",
1071
  "conclusion": {
@@ -1095,7 +1095,7 @@
1095
  {
1096
  "id": "price",
1097
  "label": "가격 반응",
1098
- "score": -0.25,
1099
  "direction": "negative",
1100
  "sourceRef": "price.score"
1101
  }
@@ -1108,7 +1108,7 @@
1108
  "basis": "marketBehavior",
1109
  "direction": "neutral",
1110
  "horizon": "latestPeriod",
1111
- "asOf": "2026-08-23",
1112
  "dataAsOf": "2025",
1113
  "period": "2025",
1114
  "status": "observed",
@@ -1128,8 +1128,8 @@
1128
  "basis": "marketBehavior",
1129
  "direction": "unknown",
1130
  "horizon": "latestDecision",
1131
- "asOf": "2026-08-23",
1132
- "dataAsOf": "2026-08-21",
1133
  "period": "2025",
1134
  "status": "derived",
1135
  "sourceRef": "dartlab://quant/earnings",
@@ -1150,8 +1150,8 @@
1150
  "basis": "marketBehavior",
1151
  "direction": "adverse",
1152
  "horizon": "currentMarket",
1153
- "asOf": "2026-08-23",
1154
- "dataAsOf": "2026-08-21",
1155
  "period": "2025",
1156
  "status": "observed",
1157
  "sourceRef": "dartlab://quant/verdict",
@@ -1161,7 +1161,7 @@
1161
  "falsifierRefs": [
1162
  "classificationBreak"
1163
  ],
1164
- "value": -0.25
1165
  }
1166
  ],
1167
  "evidence": [
@@ -1186,7 +1186,7 @@
1186
  "kind": "marketReaction",
1187
  "sourceRef": "dartlab://quant/verdict",
1188
  "status": "derived",
1189
- "observedAt": "2026-08-21",
1190
  "detail": "괴리 판정의 price 입력"
1191
  }
1192
  ],
@@ -1242,15 +1242,15 @@
1242
  "version": "1"
1243
  },
1244
  "time": {
1245
- "asOf": "2026-08-23",
1246
- "dataAsOf": "2026-08-21",
1247
  "period": null,
1248
- "knowledgeBoundary": "2026-08-23"
1249
  },
1250
  "status": "usable",
1251
  "conclusion": {
1252
- "label": "거시 전파 경로 혼재",
1253
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1254
  },
1255
  "confidence": {
1256
  "level": "high",
@@ -1261,30 +1261,53 @@
1261
  {
1262
  "id": "BAMLH0A0HYM2",
1263
  "label": "미국 HY 스프레드",
1264
- "value": 2.75,
1265
  "unit": "%p",
1266
- "signal": "rising",
1267
- "change": 0.020000000000000018,
1268
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1269
  },
1270
  {
1271
  "id": "BASE_RATE",
1272
  "label": "한국 기준금리",
1273
- "value": 2.75,
1274
  "unit": "%",
1275
- "signal": "flat",
1276
- "change": 0.0,
1277
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1278
  }
1279
  ],
1280
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1281
  "evidence": [
1282
  {
1283
  "id": "macro.driver.BAMLH0A0HYM2",
1284
  "kind": "macroObservation",
1285
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1286
  "status": "observed",
1287
- "observedAt": "2026-08-20",
1288
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1289
  },
1290
  {
@@ -1292,7 +1315,7 @@
1292
  "kind": "macroObservation",
1293
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1294
  "status": "observed",
1295
- "observedAt": "2026-08-21",
1296
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1297
  },
1298
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "neutral",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
935
  "version": "1"
936
  },
937
  "time": {
938
+ "asOf": "2026-08-30",
939
  "dataAsOf": {
940
  "mappingUpdatedAt": "2026-04-14",
941
  "financialPeriod": null,
942
+ "retrievedAt": "2026-08-30"
943
  },
944
  "period": null,
945
+ "knowledgeBoundary": "2026-08-30"
946
  },
947
  "status": "partial",
948
  "conclusion": {
 
1062
  "version": "1"
1063
  },
1064
  "time": {
1065
+ "asOf": "2026-08-30",
1066
+ "dataAsOf": "2026-08-28",
1067
  "period": "2025",
1068
+ "knowledgeBoundary": "2026-08-30"
1069
  },
1070
  "status": "usable",
1071
  "conclusion": {
 
1095
  {
1096
  "id": "price",
1097
  "label": "가격 반응",
1098
+ "score": -0.5,
1099
  "direction": "negative",
1100
  "sourceRef": "price.score"
1101
  }
 
1108
  "basis": "marketBehavior",
1109
  "direction": "neutral",
1110
  "horizon": "latestPeriod",
1111
+ "asOf": "2026-08-30",
1112
  "dataAsOf": "2025",
1113
  "period": "2025",
1114
  "status": "observed",
 
1128
  "basis": "marketBehavior",
1129
  "direction": "unknown",
1130
  "horizon": "latestDecision",
1131
+ "asOf": "2026-08-30",
1132
+ "dataAsOf": "2026-08-28",
1133
  "period": "2025",
1134
  "status": "derived",
1135
  "sourceRef": "dartlab://quant/earnings",
 
1150
  "basis": "marketBehavior",
1151
  "direction": "adverse",
1152
  "horizon": "currentMarket",
1153
+ "asOf": "2026-08-30",
1154
+ "dataAsOf": "2026-08-28",
1155
  "period": "2025",
1156
  "status": "observed",
1157
  "sourceRef": "dartlab://quant/verdict",
 
1161
  "falsifierRefs": [
1162
  "classificationBreak"
1163
  ],
1164
+ "value": -0.5
1165
  }
1166
  ],
1167
  "evidence": [
 
1186
  "kind": "marketReaction",
1187
  "sourceRef": "dartlab://quant/verdict",
1188
  "status": "derived",
1189
+ "observedAt": "2026-08-28",
1190
  "detail": "괴리 판정의 price 입력"
1191
  }
1192
  ],
 
1242
  "version": "1"
1243
  },
1244
  "time": {
1245
+ "asOf": "2026-08-30",
1246
+ "dataAsOf": "2026-08-27",
1247
  "period": null,
1248
+ "knowledgeBoundary": "2026-08-30"
1249
  },
1250
  "status": "usable",
1251
  "conclusion": {
1252
+ "label": "거시 역풍 경로 우세",
1253
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1254
  },
1255
  "confidence": {
1256
  "level": "high",
 
1261
  {
1262
  "id": "BAMLH0A0HYM2",
1263
  "label": "미국 HY 스프레드",
1264
+ "value": 2.63,
1265
  "unit": "%p",
1266
+ "signal": "falling",
1267
+ "change": -0.040000000000000036,
1268
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1269
  },
1270
  {
1271
  "id": "BASE_RATE",
1272
  "label": "한국 기준금리",
1273
+ "value": 3.0,
1274
  "unit": "%",
1275
+ "signal": "rising",
1276
+ "change": 0.25,
1277
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1278
  }
1279
  ],
1280
+ "claims": [
1281
+ {
1282
+ "id": "macro.companyTransmission",
1283
+ "label": "기업 직접근거 거시 전달경로",
1284
+ "comparisonKey": "macroTransmission",
1285
+ "basis": "macroCompanyEdges",
1286
+ "direction": "adverse",
1287
+ "horizon": "currentCycle",
1288
+ "asOf": "2026-08-30",
1289
+ "dataAsOf": "2026-08-27",
1290
+ "period": null,
1291
+ "status": "derived",
1292
+ "sourceRef": "dartlab://analysis/000480/product/drivers/debtRatio",
1293
+ "evidenceRefs": [
1294
+ "macro.company.analysis.debtRatio",
1295
+ "macro.company.analysis.interestCoverage"
1296
+ ],
1297
+ "falsifierRefs": [
1298
+ "rate-debt-interest.0",
1299
+ "rate-debt-interest.1",
1300
+ "rate-debt-interest.2"
1301
+ ]
1302
+ }
1303
+ ],
1304
  "evidence": [
1305
  {
1306
  "id": "macro.driver.BAMLH0A0HYM2",
1307
  "kind": "macroObservation",
1308
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1309
  "status": "observed",
1310
+ "observedAt": "2026-08-27",
1311
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1312
  },
1313
  {
 
1315
  "kind": "macroObservation",
1316
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1317
  "status": "observed",
1318
+ "observedAt": "2026-08-27",
1319
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1320
  },
1321
  {
landing/lenses/000490.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -622,13 +622,13 @@
622
  "version": "v4.0"
623
  },
624
  "time": {
625
- "asOf": "2026-08-23",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
- "retrievedAt": "2026-08-23"
629
  },
630
  "period": "2025",
631
- "knowledgeBoundary": "2026-08-23"
632
  },
633
  "status": "usable",
634
  "conclusion": {
@@ -690,7 +690,7 @@
690
  "basis": "creditNarrative",
691
  "direction": "adverse",
692
  "horizon": "latestPeriod",
693
- "asOf": "2026-08-23",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
@@ -709,7 +709,7 @@
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
- "asOf": "2026-08-23",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
@@ -728,7 +728,7 @@
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
- "asOf": "2026-08-23",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
@@ -747,7 +747,7 @@
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
- "asOf": "2026-08-23",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
@@ -927,14 +927,14 @@
927
  "version": "1"
928
  },
929
  "time": {
930
- "asOf": "2026-08-23",
931
  "dataAsOf": {
932
  "mappingUpdatedAt": "2026-04-14",
933
  "financialPeriod": null,
934
- "retrievedAt": "2026-08-23"
935
  },
936
  "period": null,
937
- "knowledgeBoundary": "2026-08-23"
938
  },
939
  "status": "partial",
940
  "conclusion": {
@@ -1054,10 +1054,10 @@
1054
  "version": "1"
1055
  },
1056
  "time": {
1057
- "asOf": "2026-08-23",
1058
- "dataAsOf": "2026-08-21",
1059
  "period": "2025",
1060
- "knowledgeBoundary": "2026-08-23"
1061
  },
1062
  "status": "usable",
1063
  "conclusion": {
@@ -1100,7 +1100,7 @@
1100
  "basis": "marketBehavior",
1101
  "direction": "neutral",
1102
  "horizon": "latestPeriod",
1103
- "asOf": "2026-08-23",
1104
  "dataAsOf": "2025",
1105
  "period": "2025",
1106
  "status": "observed",
@@ -1120,8 +1120,8 @@
1120
  "basis": "marketBehavior",
1121
  "direction": "unknown",
1122
  "horizon": "latestDecision",
1123
- "asOf": "2026-08-23",
1124
- "dataAsOf": "2026-08-21",
1125
  "period": "2025",
1126
  "status": "derived",
1127
  "sourceRef": "dartlab://quant/earnings",
@@ -1142,8 +1142,8 @@
1142
  "basis": "marketBehavior",
1143
  "direction": "supportive",
1144
  "horizon": "currentMarket",
1145
- "asOf": "2026-08-23",
1146
- "dataAsOf": "2026-08-21",
1147
  "period": "2025",
1148
  "status": "observed",
1149
  "sourceRef": "dartlab://quant/verdict",
@@ -1178,7 +1178,7 @@
1178
  "kind": "marketReaction",
1179
  "sourceRef": "dartlab://quant/verdict",
1180
  "status": "derived",
1181
- "observedAt": "2026-08-21",
1182
  "detail": "괴리 판정의 price 입력"
1183
  }
1184
  ],
@@ -1234,15 +1234,15 @@
1234
  "version": "1"
1235
  },
1236
  "time": {
1237
- "asOf": "2026-08-23",
1238
- "dataAsOf": "2026-08-21",
1239
  "period": null,
1240
- "knowledgeBoundary": "2026-08-23"
1241
  },
1242
  "status": "usable",
1243
  "conclusion": {
1244
- "label": "거시 전파 경로 혼재",
1245
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1246
  },
1247
  "confidence": {
1248
  "level": "high",
@@ -1253,30 +1253,53 @@
1253
  {
1254
  "id": "BAMLH0A0HYM2",
1255
  "label": "미국 HY 스프레드",
1256
- "value": 2.75,
1257
  "unit": "%p",
1258
- "signal": "rising",
1259
- "change": 0.020000000000000018,
1260
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1261
  },
1262
  {
1263
  "id": "BASE_RATE",
1264
  "label": "한국 기준금리",
1265
- "value": 2.75,
1266
  "unit": "%",
1267
- "signal": "flat",
1268
- "change": 0.0,
1269
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1270
  }
1271
  ],
1272
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1273
  "evidence": [
1274
  {
1275
  "id": "macro.driver.BAMLH0A0HYM2",
1276
  "kind": "macroObservation",
1277
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1278
  "status": "observed",
1279
- "observedAt": "2026-08-20",
1280
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1281
  },
1282
  {
@@ -1284,7 +1307,7 @@
1284
  "kind": "macroObservation",
1285
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1286
  "status": "observed",
1287
- "observedAt": "2026-08-21",
1288
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1289
  },
1290
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
622
  "version": "v4.0"
623
  },
624
  "time": {
625
+ "asOf": "2026-08-30",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
+ "retrievedAt": "2026-08-30"
629
  },
630
  "period": "2025",
631
+ "knowledgeBoundary": "2026-08-30"
632
  },
633
  "status": "usable",
634
  "conclusion": {
 
690
  "basis": "creditNarrative",
691
  "direction": "adverse",
692
  "horizon": "latestPeriod",
693
+ "asOf": "2026-08-30",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
 
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
+ "asOf": "2026-08-30",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
 
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
+ "asOf": "2026-08-30",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
 
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
+ "asOf": "2026-08-30",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
 
927
  "version": "1"
928
  },
929
  "time": {
930
+ "asOf": "2026-08-30",
931
  "dataAsOf": {
932
  "mappingUpdatedAt": "2026-04-14",
933
  "financialPeriod": null,
934
+ "retrievedAt": "2026-08-30"
935
  },
936
  "period": null,
937
+ "knowledgeBoundary": "2026-08-30"
938
  },
939
  "status": "partial",
940
  "conclusion": {
 
1054
  "version": "1"
1055
  },
1056
  "time": {
1057
+ "asOf": "2026-08-30",
1058
+ "dataAsOf": "2026-08-28",
1059
  "period": "2025",
1060
+ "knowledgeBoundary": "2026-08-30"
1061
  },
1062
  "status": "usable",
1063
  "conclusion": {
 
1100
  "basis": "marketBehavior",
1101
  "direction": "neutral",
1102
  "horizon": "latestPeriod",
1103
+ "asOf": "2026-08-30",
1104
  "dataAsOf": "2025",
1105
  "period": "2025",
1106
  "status": "observed",
 
1120
  "basis": "marketBehavior",
1121
  "direction": "unknown",
1122
  "horizon": "latestDecision",
1123
+ "asOf": "2026-08-30",
1124
+ "dataAsOf": "2026-08-28",
1125
  "period": "2025",
1126
  "status": "derived",
1127
  "sourceRef": "dartlab://quant/earnings",
 
1142
  "basis": "marketBehavior",
1143
  "direction": "supportive",
1144
  "horizon": "currentMarket",
1145
+ "asOf": "2026-08-30",
1146
+ "dataAsOf": "2026-08-28",
1147
  "period": "2025",
1148
  "status": "observed",
1149
  "sourceRef": "dartlab://quant/verdict",
 
1178
  "kind": "marketReaction",
1179
  "sourceRef": "dartlab://quant/verdict",
1180
  "status": "derived",
1181
+ "observedAt": "2026-08-28",
1182
  "detail": "괴리 판정의 price 입력"
1183
  }
1184
  ],
 
1234
  "version": "1"
1235
  },
1236
  "time": {
1237
+ "asOf": "2026-08-30",
1238
+ "dataAsOf": "2026-08-27",
1239
  "period": null,
1240
+ "knowledgeBoundary": "2026-08-30"
1241
  },
1242
  "status": "usable",
1243
  "conclusion": {
1244
+ "label": "거시 역풍 경로 우세",
1245
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1246
  },
1247
  "confidence": {
1248
  "level": "high",
 
1253
  {
1254
  "id": "BAMLH0A0HYM2",
1255
  "label": "미국 HY 스프레드",
1256
+ "value": 2.63,
1257
  "unit": "%p",
1258
+ "signal": "falling",
1259
+ "change": -0.040000000000000036,
1260
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1261
  },
1262
  {
1263
  "id": "BASE_RATE",
1264
  "label": "한국 기준금리",
1265
+ "value": 3.0,
1266
  "unit": "%",
1267
+ "signal": "rising",
1268
+ "change": 0.25,
1269
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1270
  }
1271
  ],
1272
+ "claims": [
1273
+ {
1274
+ "id": "macro.companyTransmission",
1275
+ "label": "기업 직접근거 거시 전달경로",
1276
+ "comparisonKey": "macroTransmission",
1277
+ "basis": "macroCompanyEdges",
1278
+ "direction": "adverse",
1279
+ "horizon": "currentCycle",
1280
+ "asOf": "2026-08-30",
1281
+ "dataAsOf": "2026-08-27",
1282
+ "period": null,
1283
+ "status": "derived",
1284
+ "sourceRef": "dartlab://analysis/000490/product/drivers/debtRatio",
1285
+ "evidenceRefs": [
1286
+ "macro.company.analysis.debtRatio",
1287
+ "macro.company.analysis.interestCoverage"
1288
+ ],
1289
+ "falsifierRefs": [
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+ "rate-debt-interest.0",
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+ "rate-debt-interest.1",
1292
+ "rate-debt-interest.2"
1293
+ ]
1294
+ }
1295
+ ],
1296
  "evidence": [
1297
  {
1298
  "id": "macro.driver.BAMLH0A0HYM2",
1299
  "kind": "macroObservation",
1300
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1301
  "status": "observed",
1302
+ "observedAt": "2026-08-27",
1303
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1304
  },
1305
  {
 
1307
  "kind": "macroObservation",
1308
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1309
  "status": "observed",
1310
+ "observedAt": "2026-08-27",
1311
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1312
  },
1313
  {
landing/lenses/0004V0.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
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  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
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  "representative": "2026"
39
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40
  "mixedPeriods": false,
41
- "retrievedAt": "2026-08-23"
42
  },
43
  "period": "2026",
44
- "knowledgeBoundary": "2026-08-23"
45
  },
46
  "status": "partial",
47
  "conclusion": {
@@ -83,7 +83,7 @@
83
  "basis": "companyFundamentals",
84
  "direction": "adverse",
85
  "horizon": "latestPeriod",
86
- "asOf": "2026-08-23",
87
  "dataAsOf": {
88
  "latestPeriod": "2026",
89
  "earliestPeriod": "2025Q4",
@@ -101,7 +101,7 @@
101
  "representative": "2026"
102
  },
103
  "mixedPeriods": false,
104
- "retrievedAt": "2026-08-23"
105
  },
106
  "period": "2025Q4",
107
  "status": "derived",
@@ -300,13 +300,13 @@
300
  "version": "v4.0"
301
  },
302
  "time": {
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- "asOf": "2026-08-23",
304
  "dataAsOf": {
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  "latestPeriod": "2026",
306
- "retrievedAt": "2026-08-23"
307
  },
308
  "period": "2026",
309
- "knowledgeBoundary": "2026-08-23"
310
  },
311
  "status": "blocked",
312
  "conclusion": {
@@ -465,14 +465,14 @@
465
  "version": "1"
466
  },
467
  "time": {
468
- "asOf": "2026-08-23",
469
  "dataAsOf": {
470
  "mappingUpdatedAt": "2026-04-14",
471
  "financialPeriod": null,
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- "retrievedAt": "2026-08-23"
473
  },
474
  "period": null,
475
- "knowledgeBoundary": "2026-08-23"
476
  },
477
  "status": "partial",
478
  "conclusion": {
@@ -592,10 +592,10 @@
592
  "version": "1"
593
  },
594
  "time": {
595
- "asOf": "2026-08-23",
596
- "dataAsOf": "2026-08-21",
597
  "period": null,
598
- "knowledgeBoundary": "2026-08-23"
599
  },
600
  "status": "partial",
601
  "conclusion": {
@@ -624,8 +624,8 @@
624
  "basis": "marketBehavior",
625
  "direction": "unknown",
626
  "horizon": "latestDecision",
627
- "asOf": "2026-08-23",
628
- "dataAsOf": "2026-08-21",
629
  "period": null,
630
  "status": "derived",
631
  "sourceRef": "dartlab://quant/verdict",
@@ -644,8 +644,8 @@
644
  "basis": "marketBehavior",
645
  "direction": "adverse",
646
  "horizon": "currentMarket",
647
- "asOf": "2026-08-23",
648
- "dataAsOf": "2026-08-21",
649
  "period": null,
650
  "status": "observed",
651
  "sourceRef": "dartlab://quant/verdict",
@@ -664,7 +664,7 @@
664
  "kind": "marketReaction",
665
  "sourceRef": "dartlab://quant/verdict",
666
  "status": "derived",
667
- "observedAt": "2026-08-21",
668
  "detail": "괴리 판정의 price 입력"
669
  }
670
  ],
@@ -732,15 +732,15 @@
732
  "version": "1"
733
  },
734
  "time": {
735
- "asOf": "2026-08-23",
736
- "dataAsOf": "2026-08-21",
737
  "period": null,
738
- "knowledgeBoundary": "2026-08-23"
739
  },
740
  "status": "usable",
741
  "conclusion": {
742
- "label": "거시 전파 경로 혼재",
743
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
744
  },
745
  "confidence": {
746
  "level": "high",
@@ -751,19 +751,19 @@
751
  {
752
  "id": "BAMLH0A0HYM2",
753
  "label": "미국 HY 스프레드",
754
- "value": 2.75,
755
  "unit": "%p",
756
- "signal": "rising",
757
- "change": 0.020000000000000018,
758
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
759
  },
760
  {
761
  "id": "BASE_RATE",
762
  "label": "한국 기준금리",
763
- "value": 2.75,
764
  "unit": "%",
765
- "signal": "flat",
766
- "change": 0.0,
767
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
768
  }
769
  ],
@@ -774,7 +774,7 @@
774
  "kind": "macroObservation",
775
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
776
  "status": "observed",
777
- "observedAt": "2026-08-20",
778
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
779
  },
780
  {
@@ -782,7 +782,7 @@
782
  "kind": "macroObservation",
783
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
784
  "status": "observed",
785
- "observedAt": "2026-08-21",
786
  "detail": "한국 기준금리 최신 관측과 직전 변화"
787
  },
788
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
 
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
+ "retrievedAt": "2026-08-30"
42
  },
43
  "period": "2026",
44
+ "knowledgeBoundary": "2026-08-30"
45
  },
46
  "status": "partial",
47
  "conclusion": {
 
83
  "basis": "companyFundamentals",
84
  "direction": "adverse",
85
  "horizon": "latestPeriod",
86
+ "asOf": "2026-08-30",
87
  "dataAsOf": {
88
  "latestPeriod": "2026",
89
  "earliestPeriod": "2025Q4",
 
101
  "representative": "2026"
102
  },
103
  "mixedPeriods": false,
104
+ "retrievedAt": "2026-08-30"
105
  },
106
  "period": "2025Q4",
107
  "status": "derived",
 
300
  "version": "v4.0"
301
  },
302
  "time": {
303
+ "asOf": "2026-08-30",
304
  "dataAsOf": {
305
  "latestPeriod": "2026",
306
+ "retrievedAt": "2026-08-30"
307
  },
308
  "period": "2026",
309
+ "knowledgeBoundary": "2026-08-30"
310
  },
311
  "status": "blocked",
312
  "conclusion": {
 
465
  "version": "1"
466
  },
467
  "time": {
468
+ "asOf": "2026-08-30",
469
  "dataAsOf": {
470
  "mappingUpdatedAt": "2026-04-14",
471
  "financialPeriod": null,
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+ "retrievedAt": "2026-08-30"
473
  },
474
  "period": null,
475
+ "knowledgeBoundary": "2026-08-30"
476
  },
477
  "status": "partial",
478
  "conclusion": {
 
592
  "version": "1"
593
  },
594
  "time": {
595
+ "asOf": "2026-08-30",
596
+ "dataAsOf": "2026-08-28",
597
  "period": null,
598
+ "knowledgeBoundary": "2026-08-30"
599
  },
600
  "status": "partial",
601
  "conclusion": {
 
624
  "basis": "marketBehavior",
625
  "direction": "unknown",
626
  "horizon": "latestDecision",
627
+ "asOf": "2026-08-30",
628
+ "dataAsOf": "2026-08-28",
629
  "period": null,
630
  "status": "derived",
631
  "sourceRef": "dartlab://quant/verdict",
 
644
  "basis": "marketBehavior",
645
  "direction": "adverse",
646
  "horizon": "currentMarket",
647
+ "asOf": "2026-08-30",
648
+ "dataAsOf": "2026-08-28",
649
  "period": null,
650
  "status": "observed",
651
  "sourceRef": "dartlab://quant/verdict",
 
664
  "kind": "marketReaction",
665
  "sourceRef": "dartlab://quant/verdict",
666
  "status": "derived",
667
+ "observedAt": "2026-08-28",
668
  "detail": "괴리 판정의 price 입력"
669
  }
670
  ],
 
732
  "version": "1"
733
  },
734
  "time": {
735
+ "asOf": "2026-08-30",
736
+ "dataAsOf": "2026-08-27",
737
  "period": null,
738
+ "knowledgeBoundary": "2026-08-30"
739
  },
740
  "status": "usable",
741
  "conclusion": {
742
+ "label": "거시 역풍 경로 우세",
743
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
744
  },
745
  "confidence": {
746
  "level": "high",
 
751
  {
752
  "id": "BAMLH0A0HYM2",
753
  "label": "미국 HY 스프레드",
754
+ "value": 2.63,
755
  "unit": "%p",
756
+ "signal": "falling",
757
+ "change": -0.040000000000000036,
758
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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  },
760
  {
761
  "id": "BASE_RATE",
762
  "label": "한국 기준금리",
763
+ "value": 3.0,
764
  "unit": "%",
765
+ "signal": "rising",
766
+ "change": 0.25,
767
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
768
  }
769
  ],
 
774
  "kind": "macroObservation",
775
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
776
  "status": "observed",
777
+ "observedAt": "2026-08-27",
778
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
779
  },
780
  {
 
782
  "kind": "macroObservation",
783
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
784
  "status": "observed",
785
+ "observedAt": "2026-08-27",
786
  "detail": "한국 기준금리 최신 관측과 직전 변화"
787
  },
788
  {
landing/lenses/0004Y0.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
- "retrievedAt": "2026-08-23"
42
  },
43
  "period": "2026",
44
- "knowledgeBoundary": "2026-08-23"
45
  },
46
  "status": "partial",
47
  "conclusion": {
@@ -234,13 +234,13 @@
234
  "version": "v4.0"
235
  },
236
  "time": {
237
- "asOf": "2026-08-23",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
- "retrievedAt": "2026-08-23"
241
  },
242
  "period": "2026",
243
- "knowledgeBoundary": "2026-08-23"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
@@ -399,14 +399,14 @@
399
  "version": "1"
400
  },
401
  "time": {
402
- "asOf": "2026-08-23",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
405
  "financialPeriod": null,
406
- "retrievedAt": "2026-08-23"
407
  },
408
  "period": null,
409
- "knowledgeBoundary": "2026-08-23"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
@@ -521,10 +521,10 @@
521
  "version": "1"
522
  },
523
  "time": {
524
- "asOf": "2026-08-23",
525
- "dataAsOf": "2026-08-21",
526
  "period": null,
527
- "knowledgeBoundary": "2026-08-23"
528
  },
529
  "status": "partial",
530
  "conclusion": {
@@ -540,8 +540,8 @@
540
  {
541
  "id": "price",
542
  "label": "가격 반응",
543
- "score": 0.0,
544
- "direction": "neutral",
545
  "sourceRef": "price.score"
546
  }
547
  ],
@@ -553,8 +553,8 @@
553
  "basis": "marketBehavior",
554
  "direction": "unknown",
555
  "horizon": "latestDecision",
556
- "asOf": "2026-08-23",
557
- "dataAsOf": "2026-08-21",
558
  "period": null,
559
  "status": "derived",
560
  "sourceRef": "dartlab://quant/verdict",
@@ -571,10 +571,10 @@
571
  "label": "가격 반응",
572
  "comparisonKey": "marketReaction",
573
  "basis": "marketBehavior",
574
- "direction": "neutral",
575
  "horizon": "currentMarket",
576
- "asOf": "2026-08-23",
577
- "dataAsOf": "2026-08-21",
578
  "period": null,
579
  "status": "observed",
580
  "sourceRef": "dartlab://quant/verdict",
@@ -584,7 +584,7 @@
584
  "falsifierRefs": [
585
  "classificationBreak"
586
  ],
587
- "value": 0.0
588
  }
589
  ],
590
  "evidence": [
@@ -593,7 +593,7 @@
593
  "kind": "marketReaction",
594
  "sourceRef": "dartlab://quant/verdict",
595
  "status": "derived",
596
- "observedAt": "2026-08-21",
597
  "detail": "괴리 판정의 price 입력"
598
  }
599
  ],
@@ -661,15 +661,15 @@
661
  "version": "1"
662
  },
663
  "time": {
664
- "asOf": "2026-08-23",
665
- "dataAsOf": "2026-08-21",
666
  "period": null,
667
- "knowledgeBoundary": "2026-08-23"
668
  },
669
  "status": "partial",
670
  "conclusion": {
671
- "label": "거시 전파 경로 혼재",
672
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
673
  },
674
  "confidence": {
675
  "level": "medium",
@@ -680,19 +680,19 @@
680
  {
681
  "id": "BAMLH0A0HYM2",
682
  "label": "미국 HY 스프레드",
683
- "value": 2.75,
684
  "unit": "%p",
685
- "signal": "rising",
686
- "change": 0.020000000000000018,
687
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
688
  },
689
  {
690
  "id": "BASE_RATE",
691
  "label": "한국 기준금리",
692
- "value": 2.75,
693
  "unit": "%",
694
- "signal": "flat",
695
- "change": 0.0,
696
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
697
  },
698
  {
@@ -707,10 +707,10 @@
707
  {
708
  "id": "DCOILWTICO",
709
  "label": "WTI",
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- "value": 86.48,
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  "unit": "$",
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- "signal": "rising",
713
- "change": 0.4399999999999977,
714
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
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  },
716
  {
@@ -725,10 +725,10 @@
725
  {
726
  "id": "USDKRW",
727
  "label": "원/달러",
728
- "value": 1386.5,
729
  "unit": "원",
730
  "signal": "falling",
731
- "change": -6.099999999999909,
732
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
733
  }
734
  ],
@@ -739,7 +739,7 @@
739
  "kind": "macroObservation",
740
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
741
  "status": "observed",
742
- "observedAt": "2026-08-20",
743
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
744
  },
745
  {
@@ -747,7 +747,7 @@
747
  "kind": "macroObservation",
748
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
750
- "observedAt": "2026-08-21",
751
  "detail": "한국 기준금리 최신 관측과 직전 변화"
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  },
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  {
@@ -763,7 +763,7 @@
763
  "kind": "macroObservation",
764
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
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  "status": "observed",
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- "observedAt": "2026-08-18",
767
  "detail": "WTI 최신 관측과 직전 변화"
768
  },
769
  {
@@ -779,7 +779,7 @@
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  "kind": "macroObservation",
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  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
781
  "status": "observed",
782
- "observedAt": "2026-08-21",
783
  "detail": "원/달러 최신 관측과 직전 변화"
784
  },
785
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
 
38
  "representative": "2026"
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  },
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  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
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  },
43
  "period": "2026",
44
+ "knowledgeBoundary": "2026-08-30"
45
  },
46
  "status": "partial",
47
  "conclusion": {
 
234
  "version": "v4.0"
235
  },
236
  "time": {
237
+ "asOf": "2026-08-30",
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  "dataAsOf": {
239
  "latestPeriod": "2026",
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+ "retrievedAt": "2026-08-30"
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  },
242
  "period": "2026",
243
+ "knowledgeBoundary": "2026-08-30"
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  },
245
  "status": "blocked",
246
  "conclusion": {
 
399
  "version": "1"
400
  },
401
  "time": {
402
+ "asOf": "2026-08-30",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": null,
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  "financialPeriod": null,
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+ "retrievedAt": "2026-08-30"
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  },
408
  "period": null,
409
+ "knowledgeBoundary": "2026-08-30"
410
  },
411
  "status": "blocked",
412
  "conclusion": {
 
521
  "version": "1"
522
  },
523
  "time": {
524
+ "asOf": "2026-08-30",
525
+ "dataAsOf": "2026-08-28",
526
  "period": null,
527
+ "knowledgeBoundary": "2026-08-30"
528
  },
529
  "status": "partial",
530
  "conclusion": {
 
540
  {
541
  "id": "price",
542
  "label": "가격 반응",
543
+ "score": -0.25,
544
+ "direction": "negative",
545
  "sourceRef": "price.score"
546
  }
547
  ],
 
553
  "basis": "marketBehavior",
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  "direction": "unknown",
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  "horizon": "latestDecision",
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+ "asOf": "2026-08-30",
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+ "dataAsOf": "2026-08-28",
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  "period": null,
559
  "status": "derived",
560
  "sourceRef": "dartlab://quant/verdict",
 
571
  "label": "가격 반응",
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  "comparisonKey": "marketReaction",
573
  "basis": "marketBehavior",
574
+ "direction": "adverse",
575
  "horizon": "currentMarket",
576
+ "asOf": "2026-08-30",
577
+ "dataAsOf": "2026-08-28",
578
  "period": null,
579
  "status": "observed",
580
  "sourceRef": "dartlab://quant/verdict",
 
584
  "falsifierRefs": [
585
  "classificationBreak"
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  ],
587
+ "value": -0.25
588
  }
589
  ],
590
  "evidence": [
 
593
  "kind": "marketReaction",
594
  "sourceRef": "dartlab://quant/verdict",
595
  "status": "derived",
596
+ "observedAt": "2026-08-28",
597
  "detail": "괴리 판정의 price 입력"
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  }
599
  ],
 
661
  "version": "1"
662
  },
663
  "time": {
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+ "asOf": "2026-08-30",
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+ "dataAsOf": "2026-08-28",
666
  "period": null,
667
+ "knowledgeBoundary": "2026-08-30"
668
  },
669
  "status": "partial",
670
  "conclusion": {
671
+ "label": "거시 역풍 경로 우세",
672
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
673
  },
674
  "confidence": {
675
  "level": "medium",
 
680
  {
681
  "id": "BAMLH0A0HYM2",
682
  "label": "미국 HY 스프레드",
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+ "value": 2.63,
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  "unit": "%p",
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+ "signal": "falling",
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+ "change": -0.040000000000000036,
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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  },
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  {
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  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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+ "value": 3.0,
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  "unit": "%",
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+ "signal": "rising",
695
+ "change": 0.25,
696
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
697
  },
698
  {
 
707
  {
708
  "id": "DCOILWTICO",
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  "label": "WTI",
710
+ "value": 83.9,
711
  "unit": "$",
712
+ "signal": "falling",
713
+ "change": -2.4399999999999977,
714
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
715
  },
716
  {
 
725
  {
726
  "id": "USDKRW",
727
  "label": "원/달러",
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+ "value": 1372.5,
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  "unit": "원",
730
  "signal": "falling",
731
+ "change": -8.400000000000091,
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  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
733
  }
734
  ],
 
739
  "kind": "macroObservation",
740
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
741
  "status": "observed",
742
+ "observedAt": "2026-08-27",
743
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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  },
745
  {
 
747
  "kind": "macroObservation",
748
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
749
  "status": "observed",
750
+ "observedAt": "2026-08-27",
751
  "detail": "한국 기준금리 최신 관측과 직전 변화"
752
  },
753
  {
 
763
  "kind": "macroObservation",
764
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
765
  "status": "observed",
766
+ "observedAt": "2026-08-25",
767
  "detail": "WTI 최신 관측과 직전 변화"
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  },
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  {
 
779
  "kind": "macroObservation",
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  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
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  "status": "observed",
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+ "observedAt": "2026-08-28",
783
  "detail": "원/달러 최신 관측과 직전 변화"
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  },
785
  {
landing/lenses/000500.json CHANGED
@@ -20,7 +20,7 @@
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  "time": {
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  },
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  "period": "2026",
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- "knowledgeBoundary": "2026-08-23"
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  },
62
  "status": "partial",
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  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  },
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  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "adverse",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -925,14 +925,14 @@
925
  "version": "1"
926
  },
927
  "time": {
928
- "asOf": "2026-08-23",
929
  "dataAsOf": {
930
  "mappingUpdatedAt": "2026-04-14",
931
  "financialPeriod": null,
932
- "retrievedAt": "2026-08-23"
933
  },
934
  "period": null,
935
- "knowledgeBoundary": "2026-08-23"
936
  },
937
  "status": "partial",
938
  "conclusion": {
@@ -1052,19 +1052,19 @@
1052
  "version": "1"
1053
  },
1054
  "time": {
1055
- "asOf": "2026-08-23",
1056
- "dataAsOf": "2026-08-21",
1057
  "period": "2025",
1058
- "knowledgeBoundary": "2026-08-23"
1059
  },
1060
  "status": "usable",
1061
  "conclusion": {
1062
- "label": "괴리 판단 보류",
1063
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1064
  },
1065
  "confidence": {
1066
- "level": "medium",
1067
- "score": 65.0,
1068
  "method": "threeBlockCoverageAndSignalClarity"
1069
  },
1070
  "drivers": [
@@ -1085,8 +1085,8 @@
1085
  {
1086
  "id": "price",
1087
  "label": "가격 반응",
1088
- "score": 0.0,
1089
- "direction": "neutral",
1090
  "sourceRef": "price.score"
1091
  }
1092
  ],
@@ -1098,7 +1098,7 @@
1098
  "basis": "marketBehavior",
1099
  "direction": "supportive",
1100
  "horizon": "latestPeriod",
1101
- "asOf": "2026-08-23",
1102
  "dataAsOf": "2025",
1103
  "period": "2025",
1104
  "status": "observed",
@@ -1118,8 +1118,8 @@
1118
  "basis": "marketBehavior",
1119
  "direction": "unknown",
1120
  "horizon": "latestDecision",
1121
- "asOf": "2026-08-23",
1122
- "dataAsOf": "2026-08-21",
1123
  "period": "2025",
1124
  "status": "derived",
1125
  "sourceRef": "dartlab://quant/earnings",
@@ -1131,17 +1131,17 @@
1131
  "falsifierRefs": [
1132
  "classificationBreak"
1133
  ],
1134
- "relation": "inconclusive"
1135
  },
1136
  {
1137
  "id": "quant.priceReaction",
1138
  "label": "가격 반응",
1139
  "comparisonKey": "marketReaction",
1140
  "basis": "marketBehavior",
1141
- "direction": "neutral",
1142
  "horizon": "currentMarket",
1143
- "asOf": "2026-08-23",
1144
- "dataAsOf": "2026-08-21",
1145
  "period": "2025",
1146
  "status": "observed",
1147
  "sourceRef": "dartlab://quant/verdict",
@@ -1151,7 +1151,7 @@
1151
  "falsifierRefs": [
1152
  "classificationBreak"
1153
  ],
1154
- "value": 0.0
1155
  }
1156
  ],
1157
  "evidence": [
@@ -1176,7 +1176,7 @@
1176
  "kind": "marketReaction",
1177
  "sourceRef": "dartlab://quant/verdict",
1178
  "status": "derived",
1179
- "observedAt": "2026-08-21",
1180
  "detail": "괴리 판정의 price 입력"
1181
  }
1182
  ],
@@ -1204,13 +1204,13 @@
1204
  {
1205
  "id": "reversal",
1206
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1207
- "classification": "reassessment"
1208
  }
1209
  ],
1210
  "falsifiers": [
1211
  {
1212
  "id": "classificationBreak",
1213
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1214
  }
1215
  ],
1216
  "payload": {
@@ -1219,7 +1219,7 @@
1219
  "expectation",
1220
  "price"
1221
  ],
1222
- "classification": "inconclusive"
1223
  }
1224
  },
1225
  "macro": {
@@ -1232,15 +1232,15 @@
1232
  "version": "1"
1233
  },
1234
  "time": {
1235
- "asOf": "2026-08-23",
1236
- "dataAsOf": "2026-08-21",
1237
  "period": null,
1238
- "knowledgeBoundary": "2026-08-23"
1239
  },
1240
  "status": "partial",
1241
  "conclusion": {
1242
- "label": "거시 전파 경로 혼재",
1243
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1244
  },
1245
  "confidence": {
1246
  "level": "medium",
@@ -1251,19 +1251,19 @@
1251
  {
1252
  "id": "BAMLH0A0HYM2",
1253
  "label": "미국 HY 스프레드",
1254
- "value": 2.75,
1255
  "unit": "%p",
1256
- "signal": "rising",
1257
- "change": 0.020000000000000018,
1258
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1259
  },
1260
  {
1261
  "id": "BASE_RATE",
1262
  "label": "한국 기준금리",
1263
- "value": 2.75,
1264
  "unit": "%",
1265
- "signal": "flat",
1266
- "change": 0.0,
1267
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1268
  },
1269
  {
@@ -1276,14 +1276,37 @@
1276
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1277
  }
1278
  ],
1279
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1280
  "evidence": [
1281
  {
1282
  "id": "macro.driver.BAMLH0A0HYM2",
1283
  "kind": "macroObservation",
1284
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1285
  "status": "observed",
1286
- "observedAt": "2026-08-20",
1287
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1288
  },
1289
  {
@@ -1291,7 +1314,7 @@
1291
  "kind": "macroObservation",
1292
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1293
  "status": "observed",
1294
- "observedAt": "2026-08-21",
1295
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1296
  },
1297
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "adverse",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
925
  "version": "1"
926
  },
927
  "time": {
928
+ "asOf": "2026-08-30",
929
  "dataAsOf": {
930
  "mappingUpdatedAt": "2026-04-14",
931
  "financialPeriod": null,
932
+ "retrievedAt": "2026-08-30"
933
  },
934
  "period": null,
935
+ "knowledgeBoundary": "2026-08-30"
936
  },
937
  "status": "partial",
938
  "conclusion": {
 
1052
  "version": "1"
1053
  },
1054
  "time": {
1055
+ "asOf": "2026-08-30",
1056
+ "dataAsOf": "2026-08-28",
1057
  "period": "2025",
1058
+ "knowledgeBoundary": "2026-08-30"
1059
  },
1060
  "status": "usable",
1061
  "conclusion": {
1062
+ "label": "펀더멘털과 가격 확인",
1063
+ "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
1064
  },
1065
  "confidence": {
1066
+ "level": "high",
1067
+ "score": 100.0,
1068
  "method": "threeBlockCoverageAndSignalClarity"
1069
  },
1070
  "drivers": [
 
1085
  {
1086
  "id": "price",
1087
  "label": "가격 반응",
1088
+ "score": 0.25,
1089
+ "direction": "positive",
1090
  "sourceRef": "price.score"
1091
  }
1092
  ],
 
1098
  "basis": "marketBehavior",
1099
  "direction": "supportive",
1100
  "horizon": "latestPeriod",
1101
+ "asOf": "2026-08-30",
1102
  "dataAsOf": "2025",
1103
  "period": "2025",
1104
  "status": "observed",
 
1118
  "basis": "marketBehavior",
1119
  "direction": "unknown",
1120
  "horizon": "latestDecision",
1121
+ "asOf": "2026-08-30",
1122
+ "dataAsOf": "2026-08-28",
1123
  "period": "2025",
1124
  "status": "derived",
1125
  "sourceRef": "dartlab://quant/earnings",
 
1131
  "falsifierRefs": [
1132
  "classificationBreak"
1133
  ],
1134
+ "relation": "confirmation"
1135
  },
1136
  {
1137
  "id": "quant.priceReaction",
1138
  "label": "가격 반응",
1139
  "comparisonKey": "marketReaction",
1140
  "basis": "marketBehavior",
1141
+ "direction": "supportive",
1142
  "horizon": "currentMarket",
1143
+ "asOf": "2026-08-30",
1144
+ "dataAsOf": "2026-08-28",
1145
  "period": "2025",
1146
  "status": "observed",
1147
  "sourceRef": "dartlab://quant/verdict",
 
1151
  "falsifierRefs": [
1152
  "classificationBreak"
1153
  ],
1154
+ "value": 0.25
1155
  }
1156
  ],
1157
  "evidence": [
 
1176
  "kind": "marketReaction",
1177
  "sourceRef": "dartlab://quant/verdict",
1178
  "status": "derived",
1179
+ "observedAt": "2026-08-28",
1180
  "detail": "괴리 판정의 price 입력"
1181
  }
1182
  ],
 
1204
  {
1205
  "id": "reversal",
1206
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1207
+ "classification": "inconclusive"
1208
  }
1209
  ],
1210
  "falsifiers": [
1211
  {
1212
  "id": "classificationBreak",
1213
+ "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
1214
  }
1215
  ],
1216
  "payload": {
 
1219
  "expectation",
1220
  "price"
1221
  ],
1222
+ "classification": "confirmation"
1223
  }
1224
  },
1225
  "macro": {
 
1232
  "version": "1"
1233
  },
1234
  "time": {
1235
+ "asOf": "2026-08-30",
1236
+ "dataAsOf": "2026-08-27",
1237
  "period": null,
1238
+ "knowledgeBoundary": "2026-08-30"
1239
  },
1240
  "status": "partial",
1241
  "conclusion": {
1242
+ "label": "거시 역풍 경로 우세",
1243
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1244
  },
1245
  "confidence": {
1246
  "level": "medium",
 
1251
  {
1252
  "id": "BAMLH0A0HYM2",
1253
  "label": "미국 HY 스프레드",
1254
+ "value": 2.63,
1255
  "unit": "%p",
1256
+ "signal": "falling",
1257
+ "change": -0.040000000000000036,
1258
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1259
  },
1260
  {
1261
  "id": "BASE_RATE",
1262
  "label": "한국 기준금리",
1263
+ "value": 3.0,
1264
  "unit": "%",
1265
+ "signal": "rising",
1266
+ "change": 0.25,
1267
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1268
  },
1269
  {
 
1276
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1277
  }
1278
  ],
1279
+ "claims": [
1280
+ {
1281
+ "id": "macro.companyTransmission",
1282
+ "label": "기업 직접근거 거시 전달경로",
1283
+ "comparisonKey": "macroTransmission",
1284
+ "basis": "macroCompanyEdges",
1285
+ "direction": "adverse",
1286
+ "horizon": "currentCycle",
1287
+ "asOf": "2026-08-30",
1288
+ "dataAsOf": "2026-08-27",
1289
+ "period": null,
1290
+ "status": "derived",
1291
+ "sourceRef": "dartlab://analysis/000500/product/drivers/debtRatio",
1292
+ "evidenceRefs": [
1293
+ "macro.company.analysis.debtRatio",
1294
+ "macro.company.analysis.interestCoverage"
1295
+ ],
1296
+ "falsifierRefs": [
1297
+ "rate-debt-interest.0",
1298
+ "rate-debt-interest.1",
1299
+ "rate-debt-interest.2"
1300
+ ]
1301
+ }
1302
+ ],
1303
  "evidence": [
1304
  {
1305
  "id": "macro.driver.BAMLH0A0HYM2",
1306
  "kind": "macroObservation",
1307
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1308
  "status": "observed",
1309
+ "observedAt": "2026-08-27",
1310
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1311
  },
1312
  {
 
1314
  "kind": "macroObservation",
1315
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1316
  "status": "observed",
1317
+ "observedAt": "2026-08-27",
1318
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1319
  },
1320
  {
landing/lenses/000520.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "adverse",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -931,14 +931,14 @@
931
  "version": "1"
932
  },
933
  "time": {
934
- "asOf": "2026-08-23",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
- "retrievedAt": "2026-08-23"
939
  },
940
  "period": null,
941
- "knowledgeBoundary": "2026-08-23"
942
  },
943
  "status": "partial",
944
  "conclusion": {
@@ -1058,10 +1058,10 @@
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
- "asOf": "2026-08-23",
1062
- "dataAsOf": "2026-08-21",
1063
  "period": "2025",
1064
- "knowledgeBoundary": "2026-08-23"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
@@ -1104,7 +1104,7 @@
1104
  "basis": "marketBehavior",
1105
  "direction": "adverse",
1106
  "horizon": "latestPeriod",
1107
- "asOf": "2026-08-23",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
@@ -1124,8 +1124,8 @@
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
- "asOf": "2026-08-23",
1128
- "dataAsOf": "2026-08-21",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
@@ -1146,8 +1146,8 @@
1146
  "basis": "marketBehavior",
1147
  "direction": "adverse",
1148
  "horizon": "currentMarket",
1149
- "asOf": "2026-08-23",
1150
- "dataAsOf": "2026-08-21",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
@@ -1182,7 +1182,7 @@
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
- "observedAt": "2026-08-21",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
@@ -1238,15 +1238,15 @@
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
- "asOf": "2026-08-23",
1242
- "dataAsOf": "2026-08-21",
1243
  "period": null,
1244
- "knowledgeBoundary": "2026-08-23"
1245
  },
1246
  "status": "partial",
1247
  "conclusion": {
1248
- "label": "거시 전파 경로 혼재",
1249
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "medium",
@@ -1257,19 +1257,19 @@
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
- "value": 2.75,
1261
  "unit": "%p",
1262
- "signal": "rising",
1263
- "change": 0.020000000000000018,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
- "value": 2.75,
1270
  "unit": "%",
1271
- "signal": "flat",
1272
- "change": 0.0,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  },
1275
  {
@@ -1284,21 +1284,44 @@
1284
  {
1285
  "id": "DCOILWTICO",
1286
  "label": "WTI",
1287
- "value": 86.48,
1288
  "unit": "$",
1289
- "signal": "rising",
1290
- "change": 0.4399999999999977,
1291
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1292
  }
1293
  ],
1294
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1295
  "evidence": [
1296
  {
1297
  "id": "macro.driver.BAMLH0A0HYM2",
1298
  "kind": "macroObservation",
1299
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1300
  "status": "observed",
1301
- "observedAt": "2026-08-20",
1302
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1303
  },
1304
  {
@@ -1306,7 +1329,7 @@
1306
  "kind": "macroObservation",
1307
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1308
  "status": "observed",
1309
- "observedAt": "2026-08-21",
1310
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1311
  },
1312
  {
@@ -1322,7 +1345,7 @@
1322
  "kind": "macroObservation",
1323
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1324
  "status": "observed",
1325
- "observedAt": "2026-08-18",
1326
  "detail": "WTI 최신 관측과 직전 변화"
1327
  },
1328
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "adverse",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
931
  "version": "1"
932
  },
933
  "time": {
934
+ "asOf": "2026-08-30",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
+ "retrievedAt": "2026-08-30"
939
  },
940
  "period": null,
941
+ "knowledgeBoundary": "2026-08-30"
942
  },
943
  "status": "partial",
944
  "conclusion": {
 
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
+ "asOf": "2026-08-30",
1062
+ "dataAsOf": "2026-08-28",
1063
  "period": "2025",
1064
+ "knowledgeBoundary": "2026-08-30"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
 
1104
  "basis": "marketBehavior",
1105
  "direction": "adverse",
1106
  "horizon": "latestPeriod",
1107
+ "asOf": "2026-08-30",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
 
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
+ "asOf": "2026-08-30",
1128
+ "dataAsOf": "2026-08-28",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
 
1146
  "basis": "marketBehavior",
1147
  "direction": "adverse",
1148
  "horizon": "currentMarket",
1149
+ "asOf": "2026-08-30",
1150
+ "dataAsOf": "2026-08-28",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
 
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
+ "observedAt": "2026-08-28",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
 
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
+ "asOf": "2026-08-30",
1242
+ "dataAsOf": "2026-08-27",
1243
  "period": null,
1244
+ "knowledgeBoundary": "2026-08-30"
1245
  },
1246
  "status": "partial",
1247
  "conclusion": {
1248
+ "label": "거시 역풍 경로 우세",
1249
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "medium",
 
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
+ "value": 2.63,
1261
  "unit": "%p",
1262
+ "signal": "falling",
1263
+ "change": -0.040000000000000036,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
+ "value": 3.0,
1270
  "unit": "%",
1271
+ "signal": "rising",
1272
+ "change": 0.25,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  },
1275
  {
 
1284
  {
1285
  "id": "DCOILWTICO",
1286
  "label": "WTI",
1287
+ "value": 83.9,
1288
  "unit": "$",
1289
+ "signal": "falling",
1290
+ "change": -2.4399999999999977,
1291
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1292
  }
1293
  ],
1294
+ "claims": [
1295
+ {
1296
+ "id": "macro.companyTransmission",
1297
+ "label": "기업 직접근거 거시 전달경로",
1298
+ "comparisonKey": "macroTransmission",
1299
+ "basis": "macroCompanyEdges",
1300
+ "direction": "adverse",
1301
+ "horizon": "currentCycle",
1302
+ "asOf": "2026-08-30",
1303
+ "dataAsOf": "2026-08-27",
1304
+ "period": null,
1305
+ "status": "derived",
1306
+ "sourceRef": "dartlab://analysis/000520/product/drivers/debtRatio",
1307
+ "evidenceRefs": [
1308
+ "macro.company.analysis.debtRatio",
1309
+ "macro.company.analysis.interestCoverage"
1310
+ ],
1311
+ "falsifierRefs": [
1312
+ "rate-debt-interest.0",
1313
+ "rate-debt-interest.1",
1314
+ "rate-debt-interest.2"
1315
+ ]
1316
+ }
1317
+ ],
1318
  "evidence": [
1319
  {
1320
  "id": "macro.driver.BAMLH0A0HYM2",
1321
  "kind": "macroObservation",
1322
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1323
  "status": "observed",
1324
+ "observedAt": "2026-08-27",
1325
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1326
  },
1327
  {
 
1329
  "kind": "macroObservation",
1330
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1331
  "status": "observed",
1332
+ "observedAt": "2026-08-27",
1333
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1334
  },
1335
  {
 
1345
  "kind": "macroObservation",
1346
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1347
  "status": "observed",
1348
+ "observedAt": "2026-08-25",
1349
  "detail": "WTI 최신 관측과 직전 변화"
1350
  },
1351
  {
landing/lenses/000540.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
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26
  "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
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41
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42
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43
- "retrievedAt": "2026-08-23"
44
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  "period": "2026",
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- "knowledgeBoundary": "2026-08-23"
47
  },
48
  "status": "partial",
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  "conclusion": {
@@ -104,7 +104,7 @@
104
  "basis": "companyFundamentals",
105
  "direction": "supportive",
106
  "horizon": "latestPeriod",
107
- "asOf": "2026-08-23",
108
  "dataAsOf": {
109
  "latestPeriod": "2026",
110
  "earliestPeriod": "2024",
@@ -124,7 +124,7 @@
124
  "representative": "2026"
125
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126
  "mixedPeriods": false,
127
- "retrievedAt": "2026-08-23"
128
  },
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  "status": "derived",
@@ -370,13 +370,13 @@
370
  "version": "v4.1-TrackB-diagnostic"
371
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372
  "time": {
373
- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2025",
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- "retrievedAt": "2026-08-23"
377
  },
378
  "period": "2025",
379
- "knowledgeBoundary": "2026-08-23"
380
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381
  "status": "blocked",
382
  "conclusion": {
@@ -476,14 +476,14 @@
476
  "version": "1"
477
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478
  "time": {
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- "asOf": "2026-08-23",
480
  "dataAsOf": {
481
  "mappingUpdatedAt": "2026-04-14",
482
  "financialPeriod": null,
483
- "retrievedAt": "2026-08-23"
484
  },
485
  "period": null,
486
- "knowledgeBoundary": "2026-08-23"
487
  },
488
  "status": "partial",
489
  "conclusion": {
@@ -603,10 +603,10 @@
603
  "version": "1"
604
  },
605
  "time": {
606
- "asOf": "2026-08-23",
607
- "dataAsOf": "2026-08-21",
608
  "period": null,
609
- "knowledgeBoundary": "2026-08-23"
610
  },
611
  "status": "partial",
612
  "conclusion": {
@@ -622,7 +622,7 @@
622
  {
623
  "id": "price",
624
  "label": "가격 반응",
625
- "score": 0.5,
626
  "direction": "positive",
627
  "sourceRef": "price.score"
628
  }
@@ -635,8 +635,8 @@
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  "direction": "unknown",
637
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638
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- "dataAsOf": "2026-08-21",
640
  "period": null,
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  "status": "derived",
642
  "sourceRef": "dartlab://quant/verdict",
@@ -655,8 +655,8 @@
655
  "basis": "marketBehavior",
656
  "direction": "supportive",
657
  "horizon": "currentMarket",
658
- "asOf": "2026-08-23",
659
- "dataAsOf": "2026-08-21",
660
  "period": null,
661
  "status": "observed",
662
  "sourceRef": "dartlab://quant/verdict",
@@ -666,7 +666,7 @@
666
  "falsifierRefs": [
667
  "classificationBreak"
668
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669
- "value": 0.5
670
  }
671
  ],
672
  "evidence": [
@@ -675,7 +675,7 @@
675
  "kind": "marketReaction",
676
  "sourceRef": "dartlab://quant/verdict",
677
  "status": "derived",
678
- "observedAt": "2026-08-21",
679
  "detail": "괴리 판정의 price 입력"
680
  }
681
  ],
@@ -743,15 +743,15 @@
743
  "version": "1"
744
  },
745
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- "asOf": "2026-08-23",
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- "dataAsOf": "2026-08-21",
748
  "period": null,
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- "knowledgeBoundary": "2026-08-23"
750
  },
751
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  "conclusion": {
753
- "label": "거시 전파 경로 혼재",
754
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
755
  },
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  "confidence": {
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  "level": "medium",
@@ -762,30 +762,53 @@
762
  {
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  "id": "BAMLH0A0HYM2",
764
  "label": "미국 HY 스프레드",
765
- "value": 2.75,
766
  "unit": "%p",
767
- "signal": "rising",
768
- "change": 0.020000000000000018,
769
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
770
  },
771
  {
772
  "id": "BASE_RATE",
773
  "label": "한국 기준금리",
774
- "value": 2.75,
775
  "unit": "%",
776
- "signal": "flat",
777
- "change": 0.0,
778
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
779
  }
780
  ],
781
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
782
  "evidence": [
783
  {
784
  "id": "macro.driver.BAMLH0A0HYM2",
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
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- "observedAt": "2026-08-20",
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  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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  },
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  {
@@ -793,7 +816,7 @@
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
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- "observedAt": "2026-08-21",
797
  "detail": "한국 기준금리 최신 관측과 직전 변화"
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  },
799
  {
 
20
  "version": "1"
21
  },
22
  "time": {
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2024",
 
40
  "representative": "2026"
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  },
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  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
44
  },
45
  "period": "2026",
46
+ "knowledgeBoundary": "2026-08-30"
47
  },
48
  "status": "partial",
49
  "conclusion": {
 
104
  "basis": "companyFundamentals",
105
  "direction": "supportive",
106
  "horizon": "latestPeriod",
107
+ "asOf": "2026-08-30",
108
  "dataAsOf": {
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  "latestPeriod": "2026",
110
  "earliestPeriod": "2024",
 
124
  "representative": "2026"
125
  },
126
  "mixedPeriods": false,
127
+ "retrievedAt": "2026-08-30"
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129
  "period": "2025",
130
  "status": "derived",
 
370
  "version": "v4.1-TrackB-diagnostic"
371
  },
372
  "time": {
373
+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2025",
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+ "retrievedAt": "2026-08-30"
377
  },
378
  "period": "2025",
379
+ "knowledgeBoundary": "2026-08-30"
380
  },
381
  "status": "blocked",
382
  "conclusion": {
 
476
  "version": "1"
477
  },
478
  "time": {
479
+ "asOf": "2026-08-30",
480
  "dataAsOf": {
481
  "mappingUpdatedAt": "2026-04-14",
482
  "financialPeriod": null,
483
+ "retrievedAt": "2026-08-30"
484
  },
485
  "period": null,
486
+ "knowledgeBoundary": "2026-08-30"
487
  },
488
  "status": "partial",
489
  "conclusion": {
 
603
  "version": "1"
604
  },
605
  "time": {
606
+ "asOf": "2026-08-30",
607
+ "dataAsOf": "2026-08-28",
608
  "period": null,
609
+ "knowledgeBoundary": "2026-08-30"
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  },
611
  "status": "partial",
612
  "conclusion": {
 
622
  {
623
  "id": "price",
624
  "label": "가격 반응",
625
+ "score": 0.25,
626
  "direction": "positive",
627
  "sourceRef": "price.score"
628
  }
 
635
  "basis": "marketBehavior",
636
  "direction": "unknown",
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  "horizon": "latestDecision",
638
+ "asOf": "2026-08-30",
639
+ "dataAsOf": "2026-08-28",
640
  "period": null,
641
  "status": "derived",
642
  "sourceRef": "dartlab://quant/verdict",
 
655
  "basis": "marketBehavior",
656
  "direction": "supportive",
657
  "horizon": "currentMarket",
658
+ "asOf": "2026-08-30",
659
+ "dataAsOf": "2026-08-28",
660
  "period": null,
661
  "status": "observed",
662
  "sourceRef": "dartlab://quant/verdict",
 
666
  "falsifierRefs": [
667
  "classificationBreak"
668
  ],
669
+ "value": 0.25
670
  }
671
  ],
672
  "evidence": [
 
675
  "kind": "marketReaction",
676
  "sourceRef": "dartlab://quant/verdict",
677
  "status": "derived",
678
+ "observedAt": "2026-08-28",
679
  "detail": "괴리 판정의 price 입력"
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  }
681
  ],
 
743
  "version": "1"
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  },
745
  "time": {
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+ "asOf": "2026-08-30",
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+ "dataAsOf": "2026-08-27",
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  "period": null,
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+ "knowledgeBoundary": "2026-08-30"
750
  },
751
  "status": "partial",
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  "conclusion": {
753
+ "label": "거시 역풍 경로 우세",
754
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
755
  },
756
  "confidence": {
757
  "level": "medium",
 
762
  {
763
  "id": "BAMLH0A0HYM2",
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  "label": "미국 HY 스프레드",
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+ "value": 2.63,
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  "unit": "%p",
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+ "signal": "falling",
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+ "change": -0.040000000000000036,
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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  },
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  {
772
  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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+ "value": 3.0,
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  "unit": "%",
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+ "signal": "rising",
777
+ "change": 0.25,
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
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  }
780
  ],
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+ "claims": [
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+ {
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+ "id": "macro.companyTransmission",
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+ "label": "기업 직접근거 거시 전달경로",
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+ "basis": "macroCompanyEdges",
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+ "dataAsOf": "2026-08-27",
791
+ "period": null,
792
+ "status": "derived",
793
+ "sourceRef": "dartlab://analysis/000540/product/drivers/debtRatio",
794
+ "evidenceRefs": [
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+ "macro.company.analysis.interestCoverage"
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+ "falsifierRefs": [
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+ "rate-debt-interest.0",
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+ "rate-debt-interest.1",
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+ "rate-debt-interest.2"
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+ ]
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+ }
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+ ],
805
  "evidence": [
806
  {
807
  "id": "macro.driver.BAMLH0A0HYM2",
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
811
+ "observedAt": "2026-08-27",
812
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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  },
814
  {
 
816
  "kind": "macroObservation",
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
819
+ "observedAt": "2026-08-27",
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  "detail": "한국 기준금리 최신 관측과 직전 변화"
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  },
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  {
landing/lenses/000590.json CHANGED
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  "dataAsOf": {
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@@ -54,10 +54,10 @@
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  "period": "2026",
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- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
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  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
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  "period": "2025",
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  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
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  "direction": "neutral",
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  "horizon": "multiYear",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
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  "representative": "2026"
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- "retrievedAt": "2026-08-23"
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  "period": "2026",
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  "status": "derived",
@@ -247,7 +247,7 @@
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  "basis": "companyFundamentals",
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  "direction": "supportive",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  "period": "2025",
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  "status": "derived",
@@ -302,7 +302,7 @@
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  "basis": "companyFundamentals",
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  "direction": "neutral",
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  "horizon": "multiYear",
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- "asOf": "2026-08-23",
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
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  "representative": "2026"
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@@ -618,13 +618,13 @@
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  "version": "v4.1-TrackB-diagnostic"
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  "time": {
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  "dataAsOf": {
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  "latestPeriod": "2025",
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  "period": "2025",
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629
  "status": "blocked",
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@@ -773,14 +773,14 @@
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  "financialPeriod": null,
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782
  "period": null,
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- "knowledgeBoundary": "2026-08-23"
784
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785
  "status": "partial",
786
  "conclusion": {
@@ -900,10 +900,10 @@
900
  "version": "1"
901
  },
902
  "time": {
903
- "asOf": "2026-08-23",
904
- "dataAsOf": "2026-08-21",
905
  "period": "2025",
906
- "knowledgeBoundary": "2026-08-23"
907
  },
908
  "status": "usable",
909
  "conclusion": {
@@ -946,7 +946,7 @@
946
  "basis": "marketBehavior",
947
  "direction": "neutral",
948
  "horizon": "latestPeriod",
949
- "asOf": "2026-08-23",
950
  "dataAsOf": "2025",
951
  "period": "2025",
952
  "status": "observed",
@@ -966,8 +966,8 @@
966
  "basis": "marketBehavior",
967
  "direction": "unknown",
968
  "horizon": "latestDecision",
969
- "asOf": "2026-08-23",
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- "dataAsOf": "2026-08-21",
971
  "period": "2025",
972
  "status": "derived",
973
  "sourceRef": "dartlab://quant/earnings",
@@ -988,8 +988,8 @@
988
  "basis": "marketBehavior",
989
  "direction": "neutral",
990
  "horizon": "currentMarket",
991
- "asOf": "2026-08-23",
992
- "dataAsOf": "2026-08-21",
993
  "period": "2025",
994
  "status": "observed",
995
  "sourceRef": "dartlab://quant/verdict",
@@ -1024,7 +1024,7 @@
1024
  "kind": "marketReaction",
1025
  "sourceRef": "dartlab://quant/verdict",
1026
  "status": "derived",
1027
- "observedAt": "2026-08-21",
1028
  "detail": "괴리 판정의 price 입력"
1029
  }
1030
  ],
@@ -1080,15 +1080,15 @@
1080
  "version": "1"
1081
  },
1082
  "time": {
1083
- "asOf": "2026-08-23",
1084
- "dataAsOf": "2026-08-21",
1085
  "period": null,
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- "knowledgeBoundary": "2026-08-23"
1087
  },
1088
  "status": "usable",
1089
  "conclusion": {
1090
- "label": "거시 전파 경로 혼재",
1091
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1092
  },
1093
  "confidence": {
1094
  "level": "high",
@@ -1099,30 +1099,53 @@
1099
  {
1100
  "id": "BAMLH0A0HYM2",
1101
  "label": "미국 HY 스프레드",
1102
- "value": 2.75,
1103
  "unit": "%p",
1104
- "signal": "rising",
1105
- "change": 0.020000000000000018,
1106
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1107
  },
1108
  {
1109
  "id": "BASE_RATE",
1110
  "label": "한국 기준금리",
1111
- "value": 2.75,
1112
  "unit": "%",
1113
- "signal": "flat",
1114
- "change": 0.0,
1115
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1116
  }
1117
  ],
1118
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1119
  "evidence": [
1120
  {
1121
  "id": "macro.driver.BAMLH0A0HYM2",
1122
  "kind": "macroObservation",
1123
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
1125
- "observedAt": "2026-08-20",
1126
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1127
  },
1128
  {
@@ -1130,7 +1153,7 @@
1130
  "kind": "macroObservation",
1131
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1132
  "status": "observed",
1133
- "observedAt": "2026-08-21",
1134
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1135
  },
1136
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
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24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
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58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
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173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
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176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "neutral",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
226
  "representative": "2026"
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228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
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231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "supportive",
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  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
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283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
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  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
336
  "representative": "2026"
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  },
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  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
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341
  "period": "2026",
342
  "status": "derived",
 
618
  "version": "v4.1-TrackB-diagnostic"
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  },
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  "time": {
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+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2025",
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+ "retrievedAt": "2026-08-30"
625
  },
626
  "period": "2025",
627
+ "knowledgeBoundary": "2026-08-30"
628
  },
629
  "status": "blocked",
630
  "conclusion": {
 
773
  "version": "1"
774
  },
775
  "time": {
776
+ "asOf": "2026-08-30",
777
  "dataAsOf": {
778
  "mappingUpdatedAt": "2026-04-14",
779
  "financialPeriod": null,
780
+ "retrievedAt": "2026-08-30"
781
  },
782
  "period": null,
783
+ "knowledgeBoundary": "2026-08-30"
784
  },
785
  "status": "partial",
786
  "conclusion": {
 
900
  "version": "1"
901
  },
902
  "time": {
903
+ "asOf": "2026-08-30",
904
+ "dataAsOf": "2026-08-28",
905
  "period": "2025",
906
+ "knowledgeBoundary": "2026-08-30"
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  },
908
  "status": "usable",
909
  "conclusion": {
 
946
  "basis": "marketBehavior",
947
  "direction": "neutral",
948
  "horizon": "latestPeriod",
949
+ "asOf": "2026-08-30",
950
  "dataAsOf": "2025",
951
  "period": "2025",
952
  "status": "observed",
 
966
  "basis": "marketBehavior",
967
  "direction": "unknown",
968
  "horizon": "latestDecision",
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+ "asOf": "2026-08-30",
970
+ "dataAsOf": "2026-08-28",
971
  "period": "2025",
972
  "status": "derived",
973
  "sourceRef": "dartlab://quant/earnings",
 
988
  "basis": "marketBehavior",
989
  "direction": "neutral",
990
  "horizon": "currentMarket",
991
+ "asOf": "2026-08-30",
992
+ "dataAsOf": "2026-08-28",
993
  "period": "2025",
994
  "status": "observed",
995
  "sourceRef": "dartlab://quant/verdict",
 
1024
  "kind": "marketReaction",
1025
  "sourceRef": "dartlab://quant/verdict",
1026
  "status": "derived",
1027
+ "observedAt": "2026-08-28",
1028
  "detail": "괴리 판정의 price 입력"
1029
  }
1030
  ],
 
1080
  "version": "1"
1081
  },
1082
  "time": {
1083
+ "asOf": "2026-08-30",
1084
+ "dataAsOf": "2026-08-27",
1085
  "period": null,
1086
+ "knowledgeBoundary": "2026-08-30"
1087
  },
1088
  "status": "usable",
1089
  "conclusion": {
1090
+ "label": "거시 역풍 경로 우세",
1091
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1092
  },
1093
  "confidence": {
1094
  "level": "high",
 
1099
  {
1100
  "id": "BAMLH0A0HYM2",
1101
  "label": "미국 HY 스프레드",
1102
+ "value": 2.63,
1103
  "unit": "%p",
1104
+ "signal": "falling",
1105
+ "change": -0.040000000000000036,
1106
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1107
  },
1108
  {
1109
  "id": "BASE_RATE",
1110
  "label": "한국 기준금리",
1111
+ "value": 3.0,
1112
  "unit": "%",
1113
+ "signal": "rising",
1114
+ "change": 0.25,
1115
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1116
  }
1117
  ],
1118
+ "claims": [
1119
+ {
1120
+ "id": "macro.companyTransmission",
1121
+ "label": "기업 직접근거 거시 전달경로",
1122
+ "comparisonKey": "macroTransmission",
1123
+ "basis": "macroCompanyEdges",
1124
+ "direction": "adverse",
1125
+ "horizon": "currentCycle",
1126
+ "asOf": "2026-08-30",
1127
+ "dataAsOf": "2026-08-27",
1128
+ "period": null,
1129
+ "status": "derived",
1130
+ "sourceRef": "dartlab://analysis/000590/product/drivers/debtRatio",
1131
+ "evidenceRefs": [
1132
+ "macro.company.analysis.debtRatio",
1133
+ "macro.company.analysis.interestCoverage"
1134
+ ],
1135
+ "falsifierRefs": [
1136
+ "rate-debt-interest.0",
1137
+ "rate-debt-interest.1",
1138
+ "rate-debt-interest.2"
1139
+ ]
1140
+ }
1141
+ ],
1142
  "evidence": [
1143
  {
1144
  "id": "macro.driver.BAMLH0A0HYM2",
1145
  "kind": "macroObservation",
1146
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1147
  "status": "observed",
1148
+ "observedAt": "2026-08-27",
1149
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1150
  },
1151
  {
 
1153
  "kind": "macroObservation",
1154
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1155
  "status": "observed",
1156
+ "observedAt": "2026-08-27",
1157
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1158
  },
1159
  {
landing/lenses/000640.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
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- "asOf": "2026-08-23",
24
  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
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  },
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  "status": "partial",
63
  "conclusion": {
@@ -128,7 +128,7 @@
128
  "basis": "companyFundamentals",
129
  "direction": "supportive",
130
  "horizon": "latestPeriod",
131
- "asOf": "2026-08-23",
132
  "dataAsOf": {
133
  "latestPeriod": "2026",
134
  "earliestPeriod": "2017",
@@ -162,7 +162,7 @@
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  },
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  "period": "2025",
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@@ -183,7 +183,7 @@
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  "basis": "companyFundamentals",
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  "direction": "supportive",
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  "horizon": "latestPeriod",
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- "asOf": "2026-08-23",
187
  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  "status": "derived",
@@ -478,13 +478,13 @@
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  "version": "v4.1-TrackB-diagnostic"
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  "time": {
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  },
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  "period": "2025",
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- "knowledgeBoundary": "2026-08-23"
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  },
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  "status": "blocked",
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  "conclusion": {
@@ -633,14 +633,14 @@
633
  "version": "1"
634
  },
635
  "time": {
636
- "asOf": "2026-08-23",
637
  "dataAsOf": {
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  "mappingUpdatedAt": "2026-04-14",
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  "financialPeriod": null,
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641
  },
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  "period": null,
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- "knowledgeBoundary": "2026-08-23"
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  },
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  "status": "partial",
646
  "conclusion": {
@@ -760,10 +760,10 @@
760
  "version": "1"
761
  },
762
  "time": {
763
- "asOf": "2026-08-23",
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- "dataAsOf": "2026-08-21",
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  "period": "2025",
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- "knowledgeBoundary": "2026-08-23"
767
  },
768
  "status": "usable",
769
  "conclusion": {
@@ -793,7 +793,7 @@
793
  {
794
  "id": "price",
795
  "label": "가격 반응",
796
- "score": 0.5,
797
  "direction": "positive",
798
  "sourceRef": "price.score"
799
  }
@@ -806,7 +806,7 @@
806
  "basis": "marketBehavior",
807
  "direction": "supportive",
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  "horizon": "latestPeriod",
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- "asOf": "2026-08-23",
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  "dataAsOf": "2025",
811
  "period": "2025",
812
  "status": "observed",
@@ -826,8 +826,8 @@
826
  "basis": "marketBehavior",
827
  "direction": "unknown",
828
  "horizon": "latestDecision",
829
- "asOf": "2026-08-23",
830
- "dataAsOf": "2026-08-21",
831
  "period": "2025",
832
  "status": "derived",
833
  "sourceRef": "dartlab://quant/earnings",
@@ -848,8 +848,8 @@
848
  "basis": "marketBehavior",
849
  "direction": "supportive",
850
  "horizon": "currentMarket",
851
- "asOf": "2026-08-23",
852
- "dataAsOf": "2026-08-21",
853
  "period": "2025",
854
  "status": "observed",
855
  "sourceRef": "dartlab://quant/verdict",
@@ -859,7 +859,7 @@
859
  "falsifierRefs": [
860
  "classificationBreak"
861
  ],
862
- "value": 0.5
863
  }
864
  ],
865
  "evidence": [
@@ -884,7 +884,7 @@
884
  "kind": "marketReaction",
885
  "sourceRef": "dartlab://quant/verdict",
886
  "status": "derived",
887
- "observedAt": "2026-08-21",
888
  "detail": "괴리 판정의 price 입력"
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  }
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  ],
@@ -940,15 +940,15 @@
940
  "version": "1"
941
  },
942
  "time": {
943
- "asOf": "2026-08-23",
944
- "dataAsOf": "2026-08-21",
945
  "period": null,
946
- "knowledgeBoundary": "2026-08-23"
947
  },
948
  "status": "usable",
949
  "conclusion": {
950
- "label": "거시 전파 경로 혼재",
951
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
952
  },
953
  "confidence": {
954
  "level": "high",
@@ -959,30 +959,53 @@
959
  {
960
  "id": "BAMLH0A0HYM2",
961
  "label": "미국 HY 스프레드",
962
- "value": 2.75,
963
  "unit": "%p",
964
- "signal": "rising",
965
- "change": 0.020000000000000018,
966
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
967
  },
968
  {
969
  "id": "BASE_RATE",
970
  "label": "한국 기준금리",
971
- "value": 2.75,
972
  "unit": "%",
973
- "signal": "flat",
974
- "change": 0.0,
975
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
976
  }
977
  ],
978
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
979
  "evidence": [
980
  {
981
  "id": "macro.driver.BAMLH0A0HYM2",
982
  "kind": "macroObservation",
983
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
984
  "status": "observed",
985
- "observedAt": "2026-08-20",
986
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
987
  },
988
  {
@@ -990,7 +1013,7 @@
990
  "kind": "macroObservation",
991
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
992
  "status": "observed",
993
- "observedAt": "2026-08-21",
994
  "detail": "한국 기준금리 최신 관측과 직전 변화"
995
  },
996
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
128
  "basis": "companyFundamentals",
129
  "direction": "supportive",
130
  "horizon": "latestPeriod",
131
+ "asOf": "2026-08-30",
132
  "dataAsOf": {
133
  "latestPeriod": "2026",
134
  "earliestPeriod": "2017",
 
162
  "representative": "2026"
163
  },
164
  "mixedPeriods": false,
165
+ "retrievedAt": "2026-08-30"
166
  },
167
  "period": "2025",
168
  "status": "derived",
 
183
  "basis": "companyFundamentals",
184
  "direction": "supportive",
185
  "horizon": "latestPeriod",
186
+ "asOf": "2026-08-30",
187
  "dataAsOf": {
188
  "latestPeriod": "2026",
189
  "earliestPeriod": "2017",
 
217
  "representative": "2026"
218
  },
219
  "mixedPeriods": false,
220
+ "retrievedAt": "2026-08-30"
221
  },
222
  "period": "2025",
223
  "status": "derived",
 
478
  "version": "v4.1-TrackB-diagnostic"
479
  },
480
  "time": {
481
+ "asOf": "2026-08-30",
482
  "dataAsOf": {
483
  "latestPeriod": "2025",
484
+ "retrievedAt": "2026-08-30"
485
  },
486
  "period": "2025",
487
+ "knowledgeBoundary": "2026-08-30"
488
  },
489
  "status": "blocked",
490
  "conclusion": {
 
633
  "version": "1"
634
  },
635
  "time": {
636
+ "asOf": "2026-08-30",
637
  "dataAsOf": {
638
  "mappingUpdatedAt": "2026-04-14",
639
  "financialPeriod": null,
640
+ "retrievedAt": "2026-08-30"
641
  },
642
  "period": null,
643
+ "knowledgeBoundary": "2026-08-30"
644
  },
645
  "status": "partial",
646
  "conclusion": {
 
760
  "version": "1"
761
  },
762
  "time": {
763
+ "asOf": "2026-08-30",
764
+ "dataAsOf": "2026-08-28",
765
  "period": "2025",
766
+ "knowledgeBoundary": "2026-08-30"
767
  },
768
  "status": "usable",
769
  "conclusion": {
 
793
  {
794
  "id": "price",
795
  "label": "가격 반응",
796
+ "score": 0.25,
797
  "direction": "positive",
798
  "sourceRef": "price.score"
799
  }
 
806
  "basis": "marketBehavior",
807
  "direction": "supportive",
808
  "horizon": "latestPeriod",
809
+ "asOf": "2026-08-30",
810
  "dataAsOf": "2025",
811
  "period": "2025",
812
  "status": "observed",
 
826
  "basis": "marketBehavior",
827
  "direction": "unknown",
828
  "horizon": "latestDecision",
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+ "asOf": "2026-08-30",
830
+ "dataAsOf": "2026-08-28",
831
  "period": "2025",
832
  "status": "derived",
833
  "sourceRef": "dartlab://quant/earnings",
 
848
  "basis": "marketBehavior",
849
  "direction": "supportive",
850
  "horizon": "currentMarket",
851
+ "asOf": "2026-08-30",
852
+ "dataAsOf": "2026-08-28",
853
  "period": "2025",
854
  "status": "observed",
855
  "sourceRef": "dartlab://quant/verdict",
 
859
  "falsifierRefs": [
860
  "classificationBreak"
861
  ],
862
+ "value": 0.25
863
  }
864
  ],
865
  "evidence": [
 
884
  "kind": "marketReaction",
885
  "sourceRef": "dartlab://quant/verdict",
886
  "status": "derived",
887
+ "observedAt": "2026-08-28",
888
  "detail": "괴리 판정의 price 입력"
889
  }
890
  ],
 
940
  "version": "1"
941
  },
942
  "time": {
943
+ "asOf": "2026-08-30",
944
+ "dataAsOf": "2026-08-27",
945
  "period": null,
946
+ "knowledgeBoundary": "2026-08-30"
947
  },
948
  "status": "usable",
949
  "conclusion": {
950
+ "label": "거시 역풍 경로 우세",
951
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
952
  },
953
  "confidence": {
954
  "level": "high",
 
959
  {
960
  "id": "BAMLH0A0HYM2",
961
  "label": "미국 HY 스프레드",
962
+ "value": 2.63,
963
  "unit": "%p",
964
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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  {
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  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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  "unit": "%",
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
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  }
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  ],
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+ "claims": [
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+ {
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+ "dataAsOf": "2026-08-27",
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+ "period": null,
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+ "status": "derived",
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+ "sourceRef": "dartlab://analysis/000640/product/drivers/debtRatio",
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+ "evidenceRefs": [
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+ "macro.company.analysis.debtRatio",
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+ "macro.company.analysis.interestCoverage"
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+ ],
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+ "falsifierRefs": [
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+ "rate-debt-interest.0",
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+ "rate-debt-interest.1",
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+ "rate-debt-interest.2"
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+ ]
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+ }
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+ ],
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  "evidence": [
1003
  {
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  "id": "macro.driver.BAMLH0A0HYM2",
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1007
  "status": "observed",
1008
+ "observedAt": "2026-08-27",
1009
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1010
  },
1011
  {
 
1013
  "kind": "macroObservation",
1014
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
1016
+ "observedAt": "2026-08-27",
1017
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1018
  },
1019
  {
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@@ -20,7 +20,7 @@
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  "basis": "companyFundamentals",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
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  "basis": "companyFundamentals",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
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  "basis": "companyFundamentals",
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  "direction": "adverse",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "representative": "2026"
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  "period": "2026",
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  "status": "derived",
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  "version": "v4.0"
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  },
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  "period": "2025",
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  "status": "usable",
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  "conclusion": {
@@ -615,7 +615,7 @@
615
  "basis": "creditNarrative",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
618
- "asOf": "2026-08-23",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
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  "basis": "creditNarrative",
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  "direction": "supportive",
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  "horizon": "latestPeriod",
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- "asOf": "2026-08-23",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
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653
  "basis": "creditNarrative",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
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- "asOf": "2026-08-23",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
@@ -672,7 +672,7 @@
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  "basis": "creditNarrative",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
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- "asOf": "2026-08-23",
676
  "dataAsOf": "2025",
677
  "period": "2025",
678
  "status": "derived",
@@ -851,14 +851,14 @@
851
  "version": "1"
852
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853
  "time": {
854
- "asOf": "2026-08-23",
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  "dataAsOf": {
856
  "mappingUpdatedAt": "2026-04-14",
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  "financialPeriod": null,
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- "retrievedAt": "2026-08-23"
859
  },
860
  "period": null,
861
- "knowledgeBoundary": "2026-08-23"
862
  },
863
  "status": "partial",
864
  "conclusion": {
@@ -978,10 +978,10 @@
978
  "version": "1"
979
  },
980
  "time": {
981
- "asOf": "2026-08-23",
982
- "dataAsOf": "2026-08-21",
983
  "period": null,
984
- "knowledgeBoundary": "2026-08-23"
985
  },
986
  "status": "partial",
987
  "conclusion": {
@@ -1010,8 +1010,8 @@
1010
  "basis": "marketBehavior",
1011
  "direction": "unknown",
1012
  "horizon": "latestDecision",
1013
- "asOf": "2026-08-23",
1014
- "dataAsOf": "2026-08-21",
1015
  "period": null,
1016
  "status": "derived",
1017
  "sourceRef": "dartlab://quant/verdict",
@@ -1030,8 +1030,8 @@
1030
  "basis": "marketBehavior",
1031
  "direction": "neutral",
1032
  "horizon": "currentMarket",
1033
- "asOf": "2026-08-23",
1034
- "dataAsOf": "2026-08-21",
1035
  "period": null,
1036
  "status": "observed",
1037
  "sourceRef": "dartlab://quant/verdict",
@@ -1050,7 +1050,7 @@
1050
  "kind": "marketReaction",
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  "sourceRef": "dartlab://quant/verdict",
1052
  "status": "derived",
1053
- "observedAt": "2026-08-21",
1054
  "detail": "괴리 판정의 price 입력"
1055
  }
1056
  ],
@@ -1118,15 +1118,15 @@
1118
  "version": "1"
1119
  },
1120
  "time": {
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1122
- "dataAsOf": "2026-08-21",
1123
  "period": null,
1124
- "knowledgeBoundary": "2026-08-23"
1125
  },
1126
  "status": "usable",
1127
  "conclusion": {
1128
- "label": "거시 전파 경로 혼재",
1129
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1130
  },
1131
  "confidence": {
1132
  "level": "high",
@@ -1137,30 +1137,53 @@
1137
  {
1138
  "id": "BAMLH0A0HYM2",
1139
  "label": "미국 HY 스프레드",
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- "value": 2.75,
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  "unit": "%p",
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- "signal": "rising",
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- "change": 0.020000000000000018,
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1145
  },
1146
  {
1147
  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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- "value": 2.75,
1150
  "unit": "%",
1151
- "signal": "flat",
1152
- "change": 0.0,
1153
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1154
  }
1155
  ],
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- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1157
  "evidence": [
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  {
1159
  "id": "macro.driver.BAMLH0A0HYM2",
1160
  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
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- "observedAt": "2026-08-20",
1164
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1165
  },
1166
  {
@@ -1168,7 +1191,7 @@
1168
  "kind": "macroObservation",
1169
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
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- "observedAt": "2026-08-21",
1172
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1173
  },
1174
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
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  },
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  "period": "2026",
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+ "knowledgeBoundary": "2026-08-30"
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  },
62
  "status": "partial",
63
  "conclusion": {
 
128
  "basis": "companyFundamentals",
129
  "direction": "adverse",
130
  "horizon": "latestPeriod",
131
+ "asOf": "2026-08-30",
132
  "dataAsOf": {
133
  "latestPeriod": "2026",
134
  "earliestPeriod": "2017",
 
162
  "representative": "2026"
163
  },
164
  "mixedPeriods": false,
165
+ "retrievedAt": "2026-08-30"
166
  },
167
  "period": "2025",
168
  "status": "derived",
 
183
  "basis": "companyFundamentals",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
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+ "asOf": "2026-08-30",
187
  "dataAsOf": {
188
  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
217
  "representative": "2026"
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  },
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  "mixedPeriods": false,
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+ "retrievedAt": "2026-08-30"
221
  },
222
  "period": "2025",
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  "status": "derived",
 
238
  "basis": "companyFundamentals",
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  "direction": "adverse",
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  "horizon": "multiYear",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
 
272
  "representative": "2026"
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  },
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  "mixedPeriods": false,
275
+ "retrievedAt": "2026-08-30"
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  },
277
  "period": "2026",
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  "status": "derived",
 
547
  "version": "v4.0"
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549
  "time": {
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+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2025",
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  },
555
  "period": "2025",
556
+ "knowledgeBoundary": "2026-08-30"
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558
  "status": "usable",
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  "conclusion": {
 
615
  "basis": "creditNarrative",
616
  "direction": "adverse",
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  "horizon": "latestPeriod",
618
+ "asOf": "2026-08-30",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
 
634
  "basis": "creditNarrative",
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  "direction": "supportive",
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  "horizon": "latestPeriod",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
 
653
  "basis": "creditNarrative",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
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  "dataAsOf": "2025",
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  "period": "2025",
659
  "status": "derived",
 
672
  "basis": "creditNarrative",
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  "direction": "adverse",
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  "horizon": "latestPeriod",
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  "dataAsOf": "2025",
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  "period": "2025",
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  "status": "derived",
 
851
  "version": "1"
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  },
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  "time": {
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  "dataAsOf": {
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  "mappingUpdatedAt": "2026-04-14",
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  "financialPeriod": null,
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859
  },
860
  "period": null,
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+ "knowledgeBoundary": "2026-08-30"
862
  },
863
  "status": "partial",
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  "conclusion": {
 
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  "version": "1"
979
  },
980
  "time": {
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+ "asOf": "2026-08-30",
982
+ "dataAsOf": "2026-08-28",
983
  "period": null,
984
+ "knowledgeBoundary": "2026-08-30"
985
  },
986
  "status": "partial",
987
  "conclusion": {
 
1010
  "basis": "marketBehavior",
1011
  "direction": "unknown",
1012
  "horizon": "latestDecision",
1013
+ "asOf": "2026-08-30",
1014
+ "dataAsOf": "2026-08-28",
1015
  "period": null,
1016
  "status": "derived",
1017
  "sourceRef": "dartlab://quant/verdict",
 
1030
  "basis": "marketBehavior",
1031
  "direction": "neutral",
1032
  "horizon": "currentMarket",
1033
+ "asOf": "2026-08-30",
1034
+ "dataAsOf": "2026-08-28",
1035
  "period": null,
1036
  "status": "observed",
1037
  "sourceRef": "dartlab://quant/verdict",
 
1050
  "kind": "marketReaction",
1051
  "sourceRef": "dartlab://quant/verdict",
1052
  "status": "derived",
1053
+ "observedAt": "2026-08-28",
1054
  "detail": "괴리 판정의 price 입력"
1055
  }
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  ],
 
1118
  "version": "1"
1119
  },
1120
  "time": {
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+ "asOf": "2026-08-30",
1122
+ "dataAsOf": "2026-08-27",
1123
  "period": null,
1124
+ "knowledgeBoundary": "2026-08-30"
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  },
1126
  "status": "usable",
1127
  "conclusion": {
1128
+ "label": "거시 역풍 경로 우세",
1129
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1130
  },
1131
  "confidence": {
1132
  "level": "high",
 
1137
  {
1138
  "id": "BAMLH0A0HYM2",
1139
  "label": "미국 HY 스프레드",
1140
+ "value": 2.63,
1141
  "unit": "%p",
1142
+ "signal": "falling",
1143
+ "change": -0.040000000000000036,
1144
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1145
  },
1146
  {
1147
  "id": "BASE_RATE",
1148
  "label": "한국 기준금리",
1149
+ "value": 3.0,
1150
  "unit": "%",
1151
+ "signal": "rising",
1152
+ "change": 0.25,
1153
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1154
  }
1155
  ],
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+ "claims": [
1157
+ {
1158
+ "id": "macro.companyTransmission",
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+ "label": "기업 직접근거 거시 전달경로",
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+ "comparisonKey": "macroTransmission",
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+ "basis": "macroCompanyEdges",
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+ "direction": "adverse",
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+ "horizon": "currentCycle",
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+ "asOf": "2026-08-30",
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+ "dataAsOf": "2026-08-27",
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+ "period": null,
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+ "status": "derived",
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+ "sourceRef": "dartlab://analysis/000650/product/drivers/debtRatio",
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+ "evidenceRefs": [
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+ "macro.company.analysis.debtRatio",
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+ "macro.company.analysis.interestCoverage"
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+ "falsifierRefs": [
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+ "rate-debt-interest.1",
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+ "rate-debt-interest.2"
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+ ]
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+ }
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+ ],
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  "evidence": [
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  {
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  "id": "macro.driver.BAMLH0A0HYM2",
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
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+ "observedAt": "2026-08-27",
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  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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  },
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  {
 
1191
  "kind": "macroObservation",
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
1194
+ "observedAt": "2026-08-27",
1195
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1196
  },
1197
  {
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@@ -20,7 +20,7 @@
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  "dataAsOf": {
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  "period": "2026",
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  "status": "partial",
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  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
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  "direction": "supportive",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
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  "representative": "2026"
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  },
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  "period": "2025",
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@@ -192,7 +192,7 @@
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  "basis": "companyFundamentals",
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  "direction": "supportive",
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  "horizon": "multiYear",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
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  "representative": "2026"
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- "retrievedAt": "2026-08-23"
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  "period": "2026",
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  "status": "derived",
@@ -247,7 +247,7 @@
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  "basis": "companyFundamentals",
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  "direction": "supportive",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "supportive",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "supportive",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -926,14 +926,14 @@
926
  "version": "1"
927
  },
928
  "time": {
929
- "asOf": "2026-08-23",
930
  "dataAsOf": {
931
  "mappingUpdatedAt": "2026-04-14",
932
  "financialPeriod": null,
933
- "retrievedAt": "2026-08-23"
934
  },
935
  "period": null,
936
- "knowledgeBoundary": "2026-08-23"
937
  },
938
  "status": "partial",
939
  "conclusion": {
@@ -1053,10 +1053,10 @@
1053
  "version": "1"
1054
  },
1055
  "time": {
1056
- "asOf": "2026-08-23",
1057
- "dataAsOf": "2026-08-21",
1058
  "period": "2025",
1059
- "knowledgeBoundary": "2026-08-23"
1060
  },
1061
  "status": "usable",
1062
  "conclusion": {
@@ -1099,7 +1099,7 @@
1099
  "basis": "marketBehavior",
1100
  "direction": "supportive",
1101
  "horizon": "latestPeriod",
1102
- "asOf": "2026-08-23",
1103
  "dataAsOf": "2025",
1104
  "period": "2025",
1105
  "status": "observed",
@@ -1119,8 +1119,8 @@
1119
  "basis": "marketBehavior",
1120
  "direction": "unknown",
1121
  "horizon": "latestDecision",
1122
- "asOf": "2026-08-23",
1123
- "dataAsOf": "2026-08-21",
1124
  "period": "2025",
1125
  "status": "derived",
1126
  "sourceRef": "dartlab://quant/earnings",
@@ -1141,8 +1141,8 @@
1141
  "basis": "marketBehavior",
1142
  "direction": "neutral",
1143
  "horizon": "currentMarket",
1144
- "asOf": "2026-08-23",
1145
- "dataAsOf": "2026-08-21",
1146
  "period": "2025",
1147
  "status": "observed",
1148
  "sourceRef": "dartlab://quant/verdict",
@@ -1177,7 +1177,7 @@
1177
  "kind": "marketReaction",
1178
  "sourceRef": "dartlab://quant/verdict",
1179
  "status": "derived",
1180
- "observedAt": "2026-08-21",
1181
  "detail": "괴리 판정의 price 입력"
1182
  }
1183
  ],
@@ -1233,15 +1233,15 @@
1233
  "version": "1"
1234
  },
1235
  "time": {
1236
- "asOf": "2026-08-23",
1237
- "dataAsOf": "2026-08-21",
1238
  "period": null,
1239
- "knowledgeBoundary": "2026-08-23"
1240
  },
1241
  "status": "partial",
1242
  "conclusion": {
1243
- "label": "거시 전파 경로 혼재",
1244
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1245
  },
1246
  "confidence": {
1247
  "level": "medium",
@@ -1252,19 +1252,19 @@
1252
  {
1253
  "id": "BAMLH0A0HYM2",
1254
  "label": "미국 HY 스프레드",
1255
- "value": 2.75,
1256
  "unit": "%p",
1257
- "signal": "rising",
1258
- "change": 0.020000000000000018,
1259
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1260
  },
1261
  {
1262
  "id": "BASE_RATE",
1263
  "label": "한국 기준금리",
1264
- "value": 2.75,
1265
  "unit": "%",
1266
- "signal": "flat",
1267
- "change": 0.0,
1268
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1269
  },
1270
  {
@@ -1279,21 +1279,44 @@
1279
  {
1280
  "id": "USDKRW",
1281
  "label": "원/달러",
1282
- "value": 1386.5,
1283
  "unit": "원",
1284
  "signal": "falling",
1285
- "change": -6.099999999999909,
1286
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1287
  }
1288
  ],
1289
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1290
  "evidence": [
1291
  {
1292
  "id": "macro.driver.BAMLH0A0HYM2",
1293
  "kind": "macroObservation",
1294
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1295
  "status": "observed",
1296
- "observedAt": "2026-08-20",
1297
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1298
  },
1299
  {
@@ -1301,7 +1324,7 @@
1301
  "kind": "macroObservation",
1302
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1303
  "status": "observed",
1304
- "observedAt": "2026-08-21",
1305
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1306
  },
1307
  {
@@ -1317,7 +1340,7 @@
1317
  "kind": "macroObservation",
1318
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1319
  "status": "observed",
1320
- "observedAt": "2026-08-21",
1321
  "detail": "원/달러 최신 관측과 직전 변화"
1322
  },
1323
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "supportive",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "supportive",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "supportive",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
926
  "version": "1"
927
  },
928
  "time": {
929
+ "asOf": "2026-08-30",
930
  "dataAsOf": {
931
  "mappingUpdatedAt": "2026-04-14",
932
  "financialPeriod": null,
933
+ "retrievedAt": "2026-08-30"
934
  },
935
  "period": null,
936
+ "knowledgeBoundary": "2026-08-30"
937
  },
938
  "status": "partial",
939
  "conclusion": {
 
1053
  "version": "1"
1054
  },
1055
  "time": {
1056
+ "asOf": "2026-08-30",
1057
+ "dataAsOf": "2026-08-28",
1058
  "period": "2025",
1059
+ "knowledgeBoundary": "2026-08-30"
1060
  },
1061
  "status": "usable",
1062
  "conclusion": {
 
1099
  "basis": "marketBehavior",
1100
  "direction": "supportive",
1101
  "horizon": "latestPeriod",
1102
+ "asOf": "2026-08-30",
1103
  "dataAsOf": "2025",
1104
  "period": "2025",
1105
  "status": "observed",
 
1119
  "basis": "marketBehavior",
1120
  "direction": "unknown",
1121
  "horizon": "latestDecision",
1122
+ "asOf": "2026-08-30",
1123
+ "dataAsOf": "2026-08-28",
1124
  "period": "2025",
1125
  "status": "derived",
1126
  "sourceRef": "dartlab://quant/earnings",
 
1141
  "basis": "marketBehavior",
1142
  "direction": "neutral",
1143
  "horizon": "currentMarket",
1144
+ "asOf": "2026-08-30",
1145
+ "dataAsOf": "2026-08-28",
1146
  "period": "2025",
1147
  "status": "observed",
1148
  "sourceRef": "dartlab://quant/verdict",
 
1177
  "kind": "marketReaction",
1178
  "sourceRef": "dartlab://quant/verdict",
1179
  "status": "derived",
1180
+ "observedAt": "2026-08-28",
1181
  "detail": "괴리 판정의 price 입력"
1182
  }
1183
  ],
 
1233
  "version": "1"
1234
  },
1235
  "time": {
1236
+ "asOf": "2026-08-30",
1237
+ "dataAsOf": "2026-08-28",
1238
  "period": null,
1239
+ "knowledgeBoundary": "2026-08-30"
1240
  },
1241
  "status": "partial",
1242
  "conclusion": {
1243
+ "label": "거시 역풍 경로 우세",
1244
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
1245
  },
1246
  "confidence": {
1247
  "level": "medium",
 
1252
  {
1253
  "id": "BAMLH0A0HYM2",
1254
  "label": "미국 HY 스프레드",
1255
+ "value": 2.63,
1256
  "unit": "%p",
1257
+ "signal": "falling",
1258
+ "change": -0.040000000000000036,
1259
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1260
  },
1261
  {
1262
  "id": "BASE_RATE",
1263
  "label": "한국 기준금리",
1264
+ "value": 3.0,
1265
  "unit": "%",
1266
+ "signal": "rising",
1267
+ "change": 0.25,
1268
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1269
  },
1270
  {
 
1279
  {
1280
  "id": "USDKRW",
1281
  "label": "원/달러",
1282
+ "value": 1372.5,
1283
  "unit": "원",
1284
  "signal": "falling",
1285
+ "change": -8.400000000000091,
1286
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1287
  }
1288
  ],
1289
+ "claims": [
1290
+ {
1291
+ "id": "macro.companyTransmission",
1292
+ "label": "기업 직접근거 거시 전달경로",
1293
+ "comparisonKey": "macroTransmission",
1294
+ "basis": "macroCompanyEdges",
1295
+ "direction": "adverse",
1296
+ "horizon": "currentCycle",
1297
+ "asOf": "2026-08-30",
1298
+ "dataAsOf": "2026-08-28",
1299
+ "period": null,
1300
+ "status": "derived",
1301
+ "sourceRef": "dartlab://analysis/000660/product/drivers/debtRatio",
1302
+ "evidenceRefs": [
1303
+ "macro.company.analysis.debtRatio",
1304
+ "macro.company.analysis.interestCoverage"
1305
+ ],
1306
+ "falsifierRefs": [
1307
+ "rate-debt-interest.0",
1308
+ "rate-debt-interest.1",
1309
+ "rate-debt-interest.2"
1310
+ ]
1311
+ }
1312
+ ],
1313
  "evidence": [
1314
  {
1315
  "id": "macro.driver.BAMLH0A0HYM2",
1316
  "kind": "macroObservation",
1317
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1318
  "status": "observed",
1319
+ "observedAt": "2026-08-27",
1320
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1321
  },
1322
  {
 
1324
  "kind": "macroObservation",
1325
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1326
  "status": "observed",
1327
+ "observedAt": "2026-08-27",
1328
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1329
  },
1330
  {
 
1340
  "kind": "macroObservation",
1341
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1342
  "status": "observed",
1343
+ "observedAt": "2026-08-28",
1344
  "detail": "원/달러 최신 관측과 직전 변화"
1345
  },
1346
  {
landing/lenses/000670.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -622,13 +622,13 @@
622
  "version": "v4.0"
623
  },
624
  "time": {
625
- "asOf": "2026-08-23",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
- "retrievedAt": "2026-08-23"
629
  },
630
  "period": "2025",
631
- "knowledgeBoundary": "2026-08-23"
632
  },
633
  "status": "usable",
634
  "conclusion": {
@@ -690,7 +690,7 @@
690
  "basis": "creditNarrative",
691
  "direction": "supportive",
692
  "horizon": "latestPeriod",
693
- "asOf": "2026-08-23",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
@@ -709,7 +709,7 @@
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
- "asOf": "2026-08-23",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
@@ -728,7 +728,7 @@
728
  "basis": "creditNarrative",
729
  "direction": "neutral",
730
  "horizon": "latestPeriod",
731
- "asOf": "2026-08-23",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
@@ -747,7 +747,7 @@
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
- "asOf": "2026-08-23",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
@@ -934,14 +934,14 @@
934
  "version": "1"
935
  },
936
  "time": {
937
- "asOf": "2026-08-23",
938
  "dataAsOf": {
939
  "mappingUpdatedAt": "2026-04-14",
940
  "financialPeriod": null,
941
- "retrievedAt": "2026-08-23"
942
  },
943
  "period": null,
944
- "knowledgeBoundary": "2026-08-23"
945
  },
946
  "status": "partial",
947
  "conclusion": {
@@ -1061,10 +1061,10 @@
1061
  "version": "1"
1062
  },
1063
  "time": {
1064
- "asOf": "2026-08-23",
1065
- "dataAsOf": "2026-08-21",
1066
  "period": "2025",
1067
- "knowledgeBoundary": "2026-08-23"
1068
  },
1069
  "status": "usable",
1070
  "conclusion": {
@@ -1094,8 +1094,8 @@
1094
  {
1095
  "id": "price",
1096
  "label": "가격 반응",
1097
- "score": 0.0,
1098
- "direction": "neutral",
1099
  "sourceRef": "price.score"
1100
  }
1101
  ],
@@ -1107,7 +1107,7 @@
1107
  "basis": "marketBehavior",
1108
  "direction": "adverse",
1109
  "horizon": "latestPeriod",
1110
- "asOf": "2026-08-23",
1111
  "dataAsOf": "2025",
1112
  "period": "2025",
1113
  "status": "observed",
@@ -1127,8 +1127,8 @@
1127
  "basis": "marketBehavior",
1128
  "direction": "unknown",
1129
  "horizon": "latestDecision",
1130
- "asOf": "2026-08-23",
1131
- "dataAsOf": "2026-08-21",
1132
  "period": "2025",
1133
  "status": "derived",
1134
  "sourceRef": "dartlab://quant/earnings",
@@ -1147,10 +1147,10 @@
1147
  "label": "가격 반응",
1148
  "comparisonKey": "marketReaction",
1149
  "basis": "marketBehavior",
1150
- "direction": "neutral",
1151
  "horizon": "currentMarket",
1152
- "asOf": "2026-08-23",
1153
- "dataAsOf": "2026-08-21",
1154
  "period": "2025",
1155
  "status": "observed",
1156
  "sourceRef": "dartlab://quant/verdict",
@@ -1160,7 +1160,7 @@
1160
  "falsifierRefs": [
1161
  "classificationBreak"
1162
  ],
1163
- "value": 0.0
1164
  }
1165
  ],
1166
  "evidence": [
@@ -1185,7 +1185,7 @@
1185
  "kind": "marketReaction",
1186
  "sourceRef": "dartlab://quant/verdict",
1187
  "status": "derived",
1188
- "observedAt": "2026-08-21",
1189
  "detail": "괴리 판정의 price 입력"
1190
  }
1191
  ],
@@ -1241,15 +1241,15 @@
1241
  "version": "1"
1242
  },
1243
  "time": {
1244
- "asOf": "2026-08-23",
1245
- "dataAsOf": "2026-08-21",
1246
  "period": null,
1247
- "knowledgeBoundary": "2026-08-23"
1248
  },
1249
  "status": "partial",
1250
  "conclusion": {
1251
- "label": "거시 전파 경로 혼재",
1252
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1253
  },
1254
  "confidence": {
1255
  "level": "medium",
@@ -1260,19 +1260,19 @@
1260
  {
1261
  "id": "BAMLH0A0HYM2",
1262
  "label": "미국 HY 스프레드",
1263
- "value": 2.75,
1264
  "unit": "%p",
1265
- "signal": "rising",
1266
- "change": 0.020000000000000018,
1267
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1268
  },
1269
  {
1270
  "id": "BASE_RATE",
1271
  "label": "한국 기준금리",
1272
- "value": 2.75,
1273
  "unit": "%",
1274
- "signal": "flat",
1275
- "change": 0.0,
1276
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1277
  },
1278
  {
@@ -1285,14 +1285,37 @@
1285
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1286
  }
1287
  ],
1288
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1289
  "evidence": [
1290
  {
1291
  "id": "macro.driver.BAMLH0A0HYM2",
1292
  "kind": "macroObservation",
1293
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1294
  "status": "observed",
1295
- "observedAt": "2026-08-20",
1296
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1297
  },
1298
  {
@@ -1300,7 +1323,7 @@
1300
  "kind": "macroObservation",
1301
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1302
  "status": "observed",
1303
- "observedAt": "2026-08-21",
1304
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1305
  },
1306
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
622
  "version": "v4.0"
623
  },
624
  "time": {
625
+ "asOf": "2026-08-30",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
+ "retrievedAt": "2026-08-30"
629
  },
630
  "period": "2025",
631
+ "knowledgeBoundary": "2026-08-30"
632
  },
633
  "status": "usable",
634
  "conclusion": {
 
690
  "basis": "creditNarrative",
691
  "direction": "supportive",
692
  "horizon": "latestPeriod",
693
+ "asOf": "2026-08-30",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
 
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
+ "asOf": "2026-08-30",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
 
728
  "basis": "creditNarrative",
729
  "direction": "neutral",
730
  "horizon": "latestPeriod",
731
+ "asOf": "2026-08-30",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
 
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
+ "asOf": "2026-08-30",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
 
934
  "version": "1"
935
  },
936
  "time": {
937
+ "asOf": "2026-08-30",
938
  "dataAsOf": {
939
  "mappingUpdatedAt": "2026-04-14",
940
  "financialPeriod": null,
941
+ "retrievedAt": "2026-08-30"
942
  },
943
  "period": null,
944
+ "knowledgeBoundary": "2026-08-30"
945
  },
946
  "status": "partial",
947
  "conclusion": {
 
1061
  "version": "1"
1062
  },
1063
  "time": {
1064
+ "asOf": "2026-08-30",
1065
+ "dataAsOf": "2026-08-28",
1066
  "period": "2025",
1067
+ "knowledgeBoundary": "2026-08-30"
1068
  },
1069
  "status": "usable",
1070
  "conclusion": {
 
1094
  {
1095
  "id": "price",
1096
  "label": "가격 반응",
1097
+ "score": 0.25,
1098
+ "direction": "positive",
1099
  "sourceRef": "price.score"
1100
  }
1101
  ],
 
1107
  "basis": "marketBehavior",
1108
  "direction": "adverse",
1109
  "horizon": "latestPeriod",
1110
+ "asOf": "2026-08-30",
1111
  "dataAsOf": "2025",
1112
  "period": "2025",
1113
  "status": "observed",
 
1127
  "basis": "marketBehavior",
1128
  "direction": "unknown",
1129
  "horizon": "latestDecision",
1130
+ "asOf": "2026-08-30",
1131
+ "dataAsOf": "2026-08-28",
1132
  "period": "2025",
1133
  "status": "derived",
1134
  "sourceRef": "dartlab://quant/earnings",
 
1147
  "label": "가격 반응",
1148
  "comparisonKey": "marketReaction",
1149
  "basis": "marketBehavior",
1150
+ "direction": "supportive",
1151
  "horizon": "currentMarket",
1152
+ "asOf": "2026-08-30",
1153
+ "dataAsOf": "2026-08-28",
1154
  "period": "2025",
1155
  "status": "observed",
1156
  "sourceRef": "dartlab://quant/verdict",
 
1160
  "falsifierRefs": [
1161
  "classificationBreak"
1162
  ],
1163
+ "value": 0.25
1164
  }
1165
  ],
1166
  "evidence": [
 
1185
  "kind": "marketReaction",
1186
  "sourceRef": "dartlab://quant/verdict",
1187
  "status": "derived",
1188
+ "observedAt": "2026-08-28",
1189
  "detail": "괴리 판정의 price 입력"
1190
  }
1191
  ],
 
1241
  "version": "1"
1242
  },
1243
  "time": {
1244
+ "asOf": "2026-08-30",
1245
+ "dataAsOf": "2026-08-27",
1246
  "period": null,
1247
+ "knowledgeBoundary": "2026-08-30"
1248
  },
1249
  "status": "partial",
1250
  "conclusion": {
1251
+ "label": "거시 역풍 경로 우세",
1252
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
1253
  },
1254
  "confidence": {
1255
  "level": "medium",
 
1260
  {
1261
  "id": "BAMLH0A0HYM2",
1262
  "label": "미국 HY 스프레드",
1263
+ "value": 2.63,
1264
  "unit": "%p",
1265
+ "signal": "falling",
1266
+ "change": -0.040000000000000036,
1267
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1268
  },
1269
  {
1270
  "id": "BASE_RATE",
1271
  "label": "한국 기준금리",
1272
+ "value": 3.0,
1273
  "unit": "%",
1274
+ "signal": "rising",
1275
+ "change": 0.25,
1276
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1277
  },
1278
  {
 
1285
  "sourceRef": "macro/ecos/observations.parquet#CPI"
1286
  }
1287
  ],
1288
+ "claims": [
1289
+ {
1290
+ "id": "macro.companyTransmission",
1291
+ "label": "기업 직접근거 거시 전달경로",
1292
+ "comparisonKey": "macroTransmission",
1293
+ "basis": "macroCompanyEdges",
1294
+ "direction": "adverse",
1295
+ "horizon": "currentCycle",
1296
+ "asOf": "2026-08-30",
1297
+ "dataAsOf": "2026-08-27",
1298
+ "period": null,
1299
+ "status": "derived",
1300
+ "sourceRef": "dartlab://analysis/000670/product/drivers/debtRatio",
1301
+ "evidenceRefs": [
1302
+ "macro.company.analysis.debtRatio",
1303
+ "macro.company.analysis.interestCoverage"
1304
+ ],
1305
+ "falsifierRefs": [
1306
+ "rate-debt-interest.0",
1307
+ "rate-debt-interest.1",
1308
+ "rate-debt-interest.2"
1309
+ ]
1310
+ }
1311
+ ],
1312
  "evidence": [
1313
  {
1314
  "id": "macro.driver.BAMLH0A0HYM2",
1315
  "kind": "macroObservation",
1316
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1317
  "status": "observed",
1318
+ "observedAt": "2026-08-27",
1319
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1320
  },
1321
  {
 
1323
  "kind": "macroObservation",
1324
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1325
  "status": "observed",
1326
+ "observedAt": "2026-08-27",
1327
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1328
  },
1329
  {
landing/lenses/000680.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -622,13 +622,13 @@
622
  "version": "v4.0"
623
  },
624
  "time": {
625
- "asOf": "2026-08-23",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
- "retrievedAt": "2026-08-23"
629
  },
630
  "period": "2025",
631
- "knowledgeBoundary": "2026-08-23"
632
  },
633
  "status": "usable",
634
  "conclusion": {
@@ -690,7 +690,7 @@
690
  "basis": "creditNarrative",
691
  "direction": "adverse",
692
  "horizon": "latestPeriod",
693
- "asOf": "2026-08-23",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
@@ -709,7 +709,7 @@
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
- "asOf": "2026-08-23",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
@@ -728,7 +728,7 @@
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
- "asOf": "2026-08-23",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
@@ -747,7 +747,7 @@
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
- "asOf": "2026-08-23",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
@@ -928,14 +928,14 @@
928
  "version": "1"
929
  },
930
  "time": {
931
- "asOf": "2026-08-23",
932
  "dataAsOf": {
933
  "mappingUpdatedAt": null,
934
  "financialPeriod": null,
935
- "retrievedAt": "2026-08-23"
936
  },
937
  "period": null,
938
- "knowledgeBoundary": "2026-08-23"
939
  },
940
  "status": "blocked",
941
  "conclusion": {
@@ -1050,10 +1050,10 @@
1050
  "version": "1"
1051
  },
1052
  "time": {
1053
- "asOf": "2026-08-23",
1054
- "dataAsOf": "2026-08-21",
1055
  "period": "2025",
1056
- "knowledgeBoundary": "2026-08-23"
1057
  },
1058
  "status": "usable",
1059
  "conclusion": {
@@ -1096,7 +1096,7 @@
1096
  "basis": "marketBehavior",
1097
  "direction": "supportive",
1098
  "horizon": "latestPeriod",
1099
- "asOf": "2026-08-23",
1100
  "dataAsOf": "2025",
1101
  "period": "2025",
1102
  "status": "observed",
@@ -1116,8 +1116,8 @@
1116
  "basis": "marketBehavior",
1117
  "direction": "unknown",
1118
  "horizon": "latestDecision",
1119
- "asOf": "2026-08-23",
1120
- "dataAsOf": "2026-08-21",
1121
  "period": "2025",
1122
  "status": "derived",
1123
  "sourceRef": "dartlab://quant/earnings",
@@ -1138,8 +1138,8 @@
1138
  "basis": "marketBehavior",
1139
  "direction": "supportive",
1140
  "horizon": "currentMarket",
1141
- "asOf": "2026-08-23",
1142
- "dataAsOf": "2026-08-21",
1143
  "period": "2025",
1144
  "status": "observed",
1145
  "sourceRef": "dartlab://quant/verdict",
@@ -1174,7 +1174,7 @@
1174
  "kind": "marketReaction",
1175
  "sourceRef": "dartlab://quant/verdict",
1176
  "status": "derived",
1177
- "observedAt": "2026-08-21",
1178
  "detail": "괴리 판정의 price 입력"
1179
  }
1180
  ],
@@ -1230,15 +1230,15 @@
1230
  "version": "1"
1231
  },
1232
  "time": {
1233
- "asOf": "2026-08-23",
1234
- "dataAsOf": "2026-08-21",
1235
  "period": null,
1236
- "knowledgeBoundary": "2026-08-23"
1237
  },
1238
  "status": "partial",
1239
  "conclusion": {
1240
- "label": "거시 전파 경로 혼재",
1241
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1242
  },
1243
  "confidence": {
1244
  "level": "medium",
@@ -1249,19 +1249,19 @@
1249
  {
1250
  "id": "BAMLH0A0HYM2",
1251
  "label": "미국 HY 스프레드",
1252
- "value": 2.75,
1253
  "unit": "%p",
1254
- "signal": "rising",
1255
- "change": 0.020000000000000018,
1256
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1257
  },
1258
  {
1259
  "id": "BASE_RATE",
1260
  "label": "한국 기준금리",
1261
- "value": 2.75,
1262
  "unit": "%",
1263
- "signal": "flat",
1264
- "change": 0.0,
1265
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1266
  },
1267
  {
@@ -1276,10 +1276,10 @@
1276
  {
1277
  "id": "DCOILWTICO",
1278
  "label": "WTI",
1279
- "value": 86.48,
1280
  "unit": "$",
1281
- "signal": "rising",
1282
- "change": 0.4399999999999977,
1283
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1284
  },
1285
  {
@@ -1294,21 +1294,44 @@
1294
  {
1295
  "id": "USDKRW",
1296
  "label": "원/달러",
1297
- "value": 1386.5,
1298
  "unit": "원",
1299
  "signal": "falling",
1300
- "change": -6.099999999999909,
1301
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1302
  }
1303
  ],
1304
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1305
  "evidence": [
1306
  {
1307
  "id": "macro.driver.BAMLH0A0HYM2",
1308
  "kind": "macroObservation",
1309
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1310
  "status": "observed",
1311
- "observedAt": "2026-08-20",
1312
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1313
  },
1314
  {
@@ -1316,7 +1339,7 @@
1316
  "kind": "macroObservation",
1317
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1318
  "status": "observed",
1319
- "observedAt": "2026-08-21",
1320
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1321
  },
1322
  {
@@ -1332,7 +1355,7 @@
1332
  "kind": "macroObservation",
1333
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1334
  "status": "observed",
1335
- "observedAt": "2026-08-18",
1336
  "detail": "WTI 최신 관측과 직전 변화"
1337
  },
1338
  {
@@ -1348,7 +1371,7 @@
1348
  "kind": "macroObservation",
1349
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1350
  "status": "observed",
1351
- "observedAt": "2026-08-21",
1352
  "detail": "원/달러 최신 관측과 직전 변화"
1353
  },
1354
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "supportive",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
622
  "version": "v4.0"
623
  },
624
  "time": {
625
+ "asOf": "2026-08-30",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
+ "retrievedAt": "2026-08-30"
629
  },
630
  "period": "2025",
631
+ "knowledgeBoundary": "2026-08-30"
632
  },
633
  "status": "usable",
634
  "conclusion": {
 
690
  "basis": "creditNarrative",
691
  "direction": "adverse",
692
  "horizon": "latestPeriod",
693
+ "asOf": "2026-08-30",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
 
709
  "basis": "creditNarrative",
710
  "direction": "adverse",
711
  "horizon": "latestPeriod",
712
+ "asOf": "2026-08-30",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
 
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
+ "asOf": "2026-08-30",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
 
747
  "basis": "creditNarrative",
748
  "direction": "adverse",
749
  "horizon": "latestPeriod",
750
+ "asOf": "2026-08-30",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
 
928
  "version": "1"
929
  },
930
  "time": {
931
+ "asOf": "2026-08-30",
932
  "dataAsOf": {
933
  "mappingUpdatedAt": null,
934
  "financialPeriod": null,
935
+ "retrievedAt": "2026-08-30"
936
  },
937
  "period": null,
938
+ "knowledgeBoundary": "2026-08-30"
939
  },
940
  "status": "blocked",
941
  "conclusion": {
 
1050
  "version": "1"
1051
  },
1052
  "time": {
1053
+ "asOf": "2026-08-30",
1054
+ "dataAsOf": "2026-08-28",
1055
  "period": "2025",
1056
+ "knowledgeBoundary": "2026-08-30"
1057
  },
1058
  "status": "usable",
1059
  "conclusion": {
 
1096
  "basis": "marketBehavior",
1097
  "direction": "supportive",
1098
  "horizon": "latestPeriod",
1099
+ "asOf": "2026-08-30",
1100
  "dataAsOf": "2025",
1101
  "period": "2025",
1102
  "status": "observed",
 
1116
  "basis": "marketBehavior",
1117
  "direction": "unknown",
1118
  "horizon": "latestDecision",
1119
+ "asOf": "2026-08-30",
1120
+ "dataAsOf": "2026-08-28",
1121
  "period": "2025",
1122
  "status": "derived",
1123
  "sourceRef": "dartlab://quant/earnings",
 
1138
  "basis": "marketBehavior",
1139
  "direction": "supportive",
1140
  "horizon": "currentMarket",
1141
+ "asOf": "2026-08-30",
1142
+ "dataAsOf": "2026-08-28",
1143
  "period": "2025",
1144
  "status": "observed",
1145
  "sourceRef": "dartlab://quant/verdict",
 
1174
  "kind": "marketReaction",
1175
  "sourceRef": "dartlab://quant/verdict",
1176
  "status": "derived",
1177
+ "observedAt": "2026-08-28",
1178
  "detail": "괴리 판정의 price 입력"
1179
  }
1180
  ],
 
1230
  "version": "1"
1231
  },
1232
  "time": {
1233
+ "asOf": "2026-08-30",
1234
+ "dataAsOf": "2026-08-28",
1235
  "period": null,
1236
+ "knowledgeBoundary": "2026-08-30"
1237
  },
1238
  "status": "partial",
1239
  "conclusion": {
1240
+ "label": "거시 역풍 경로 우세",
1241
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1242
  },
1243
  "confidence": {
1244
  "level": "medium",
 
1249
  {
1250
  "id": "BAMLH0A0HYM2",
1251
  "label": "미국 HY 스프레드",
1252
+ "value": 2.63,
1253
  "unit": "%p",
1254
+ "signal": "falling",
1255
+ "change": -0.040000000000000036,
1256
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1257
  },
1258
  {
1259
  "id": "BASE_RATE",
1260
  "label": "한국 기준금리",
1261
+ "value": 3.0,
1262
  "unit": "%",
1263
+ "signal": "rising",
1264
+ "change": 0.25,
1265
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1266
  },
1267
  {
 
1276
  {
1277
  "id": "DCOILWTICO",
1278
  "label": "WTI",
1279
+ "value": 83.9,
1280
  "unit": "$",
1281
+ "signal": "falling",
1282
+ "change": -2.4399999999999977,
1283
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1284
  },
1285
  {
 
1294
  {
1295
  "id": "USDKRW",
1296
  "label": "원/달러",
1297
+ "value": 1372.5,
1298
  "unit": "원",
1299
  "signal": "falling",
1300
+ "change": -8.400000000000091,
1301
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1302
  }
1303
  ],
1304
+ "claims": [
1305
+ {
1306
+ "id": "macro.companyTransmission",
1307
+ "label": "기업 직접근거 거시 전달경로",
1308
+ "comparisonKey": "macroTransmission",
1309
+ "basis": "macroCompanyEdges",
1310
+ "direction": "adverse",
1311
+ "horizon": "currentCycle",
1312
+ "asOf": "2026-08-30",
1313
+ "dataAsOf": "2026-08-28",
1314
+ "period": null,
1315
+ "status": "derived",
1316
+ "sourceRef": "dartlab://analysis/000680/product/drivers/debtRatio",
1317
+ "evidenceRefs": [
1318
+ "macro.company.analysis.debtRatio",
1319
+ "macro.company.analysis.interestCoverage"
1320
+ ],
1321
+ "falsifierRefs": [
1322
+ "rate-debt-interest.0",
1323
+ "rate-debt-interest.1",
1324
+ "rate-debt-interest.2"
1325
+ ]
1326
+ }
1327
+ ],
1328
  "evidence": [
1329
  {
1330
  "id": "macro.driver.BAMLH0A0HYM2",
1331
  "kind": "macroObservation",
1332
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1333
  "status": "observed",
1334
+ "observedAt": "2026-08-27",
1335
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1336
  },
1337
  {
 
1339
  "kind": "macroObservation",
1340
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1341
  "status": "observed",
1342
+ "observedAt": "2026-08-27",
1343
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1344
  },
1345
  {
 
1355
  "kind": "macroObservation",
1356
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1357
  "status": "observed",
1358
+ "observedAt": "2026-08-25",
1359
  "detail": "WTI 최신 관측과 직전 변화"
1360
  },
1361
  {
 
1371
  "kind": "macroObservation",
1372
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1373
  "status": "observed",
1374
+ "observedAt": "2026-08-28",
1375
  "detail": "원/달러 최신 관측과 직전 변화"
1376
  },
1377
  {
landing/lenses/000700.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -620,13 +620,13 @@
620
  "version": "v4.0"
621
  },
622
  "time": {
623
- "asOf": "2026-08-23",
624
  "dataAsOf": {
625
  "latestPeriod": "2025",
626
- "retrievedAt": "2026-08-23"
627
  },
628
  "period": "2025",
629
- "knowledgeBoundary": "2026-08-23"
630
  },
631
  "status": "usable",
632
  "conclusion": {
@@ -688,7 +688,7 @@
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
- "asOf": "2026-08-23",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
@@ -707,7 +707,7 @@
707
  "basis": "creditNarrative",
708
  "direction": "supportive",
709
  "horizon": "latestPeriod",
710
- "asOf": "2026-08-23",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
@@ -726,7 +726,7 @@
726
  "basis": "creditNarrative",
727
  "direction": "supportive",
728
  "horizon": "latestPeriod",
729
- "asOf": "2026-08-23",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
@@ -745,7 +745,7 @@
745
  "basis": "creditNarrative",
746
  "direction": "adverse",
747
  "horizon": "latestPeriod",
748
- "asOf": "2026-08-23",
749
  "dataAsOf": "2025",
750
  "period": "2025",
751
  "status": "derived",
@@ -924,14 +924,14 @@
924
  "version": "1"
925
  },
926
  "time": {
927
- "asOf": "2026-08-23",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
- "retrievedAt": "2026-08-23"
932
  },
933
  "period": null,
934
- "knowledgeBoundary": "2026-08-23"
935
  },
936
  "status": "partial",
937
  "conclusion": {
@@ -1051,10 +1051,10 @@
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
- "asOf": "2026-08-23",
1055
- "dataAsOf": "2026-08-21",
1056
  "period": "2025",
1057
- "knowledgeBoundary": "2026-08-23"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
@@ -1084,7 +1084,7 @@
1084
  {
1085
  "id": "price",
1086
  "label": "가격 반응",
1087
- "score": 0.5,
1088
  "direction": "positive",
1089
  "sourceRef": "price.score"
1090
  }
@@ -1097,7 +1097,7 @@
1097
  "basis": "marketBehavior",
1098
  "direction": "neutral",
1099
  "horizon": "latestPeriod",
1100
- "asOf": "2026-08-23",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
@@ -1117,8 +1117,8 @@
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
- "asOf": "2026-08-23",
1121
- "dataAsOf": "2026-08-21",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
@@ -1139,8 +1139,8 @@
1139
  "basis": "marketBehavior",
1140
  "direction": "supportive",
1141
  "horizon": "currentMarket",
1142
- "asOf": "2026-08-23",
1143
- "dataAsOf": "2026-08-21",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
@@ -1150,7 +1150,7 @@
1150
  "falsifierRefs": [
1151
  "classificationBreak"
1152
  ],
1153
- "value": 0.5
1154
  }
1155
  ],
1156
  "evidence": [
@@ -1175,7 +1175,7 @@
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
- "observedAt": "2026-08-21",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
@@ -1231,15 +1231,15 @@
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
- "asOf": "2026-08-23",
1235
- "dataAsOf": "2026-08-21",
1236
  "period": null,
1237
- "knowledgeBoundary": "2026-08-23"
1238
  },
1239
  "status": "usable",
1240
  "conclusion": {
1241
- "label": "거시 전파 경로 혼재",
1242
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "high",
@@ -1250,30 +1250,53 @@
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
- "value": 2.75,
1254
  "unit": "%p",
1255
- "signal": "rising",
1256
- "change": 0.020000000000000018,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
- "value": 2.75,
1263
  "unit": "%",
1264
- "signal": "flat",
1265
- "change": 0.0,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  }
1268
  ],
1269
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1270
  "evidence": [
1271
  {
1272
  "id": "macro.driver.BAMLH0A0HYM2",
1273
  "kind": "macroObservation",
1274
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1275
  "status": "observed",
1276
- "observedAt": "2026-08-20",
1277
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1278
  },
1279
  {
@@ -1281,7 +1304,7 @@
1281
  "kind": "macroObservation",
1282
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1283
  "status": "observed",
1284
- "observedAt": "2026-08-21",
1285
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1286
  },
1287
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "neutral",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
620
  "version": "v4.0"
621
  },
622
  "time": {
623
+ "asOf": "2026-08-30",
624
  "dataAsOf": {
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  "latestPeriod": "2025",
626
+ "retrievedAt": "2026-08-30"
627
  },
628
  "period": "2025",
629
+ "knowledgeBoundary": "2026-08-30"
630
  },
631
  "status": "usable",
632
  "conclusion": {
 
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
+ "asOf": "2026-08-30",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
 
707
  "basis": "creditNarrative",
708
  "direction": "supportive",
709
  "horizon": "latestPeriod",
710
+ "asOf": "2026-08-30",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
 
726
  "basis": "creditNarrative",
727
  "direction": "supportive",
728
  "horizon": "latestPeriod",
729
+ "asOf": "2026-08-30",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
 
745
  "basis": "creditNarrative",
746
  "direction": "adverse",
747
  "horizon": "latestPeriod",
748
+ "asOf": "2026-08-30",
749
  "dataAsOf": "2025",
750
  "period": "2025",
751
  "status": "derived",
 
924
  "version": "1"
925
  },
926
  "time": {
927
+ "asOf": "2026-08-30",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
+ "retrievedAt": "2026-08-30"
932
  },
933
  "period": null,
934
+ "knowledgeBoundary": "2026-08-30"
935
  },
936
  "status": "partial",
937
  "conclusion": {
 
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
+ "asOf": "2026-08-30",
1055
+ "dataAsOf": "2026-08-28",
1056
  "period": "2025",
1057
+ "knowledgeBoundary": "2026-08-30"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
 
1084
  {
1085
  "id": "price",
1086
  "label": "가격 반응",
1087
+ "score": 0.25,
1088
  "direction": "positive",
1089
  "sourceRef": "price.score"
1090
  }
 
1097
  "basis": "marketBehavior",
1098
  "direction": "neutral",
1099
  "horizon": "latestPeriod",
1100
+ "asOf": "2026-08-30",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
 
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
+ "asOf": "2026-08-30",
1121
+ "dataAsOf": "2026-08-28",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
 
1139
  "basis": "marketBehavior",
1140
  "direction": "supportive",
1141
  "horizon": "currentMarket",
1142
+ "asOf": "2026-08-30",
1143
+ "dataAsOf": "2026-08-28",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
 
1150
  "falsifierRefs": [
1151
  "classificationBreak"
1152
  ],
1153
+ "value": 0.25
1154
  }
1155
  ],
1156
  "evidence": [
 
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
+ "observedAt": "2026-08-28",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
 
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
+ "asOf": "2026-08-30",
1235
+ "dataAsOf": "2026-08-27",
1236
  "period": null,
1237
+ "knowledgeBoundary": "2026-08-30"
1238
  },
1239
  "status": "usable",
1240
  "conclusion": {
1241
+ "label": "거시 역풍 경로 우세",
1242
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "high",
 
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
+ "value": 2.63,
1254
  "unit": "%p",
1255
+ "signal": "falling",
1256
+ "change": -0.040000000000000036,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
+ "value": 3.0,
1263
  "unit": "%",
1264
+ "signal": "rising",
1265
+ "change": 0.25,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  }
1268
  ],
1269
+ "claims": [
1270
+ {
1271
+ "id": "macro.companyTransmission",
1272
+ "label": "기업 직접근거 거시 전달경로",
1273
+ "comparisonKey": "macroTransmission",
1274
+ "basis": "macroCompanyEdges",
1275
+ "direction": "adverse",
1276
+ "horizon": "currentCycle",
1277
+ "asOf": "2026-08-30",
1278
+ "dataAsOf": "2026-08-27",
1279
+ "period": null,
1280
+ "status": "derived",
1281
+ "sourceRef": "dartlab://analysis/000700/product/drivers/debtRatio",
1282
+ "evidenceRefs": [
1283
+ "macro.company.analysis.debtRatio",
1284
+ "macro.company.analysis.interestCoverage"
1285
+ ],
1286
+ "falsifierRefs": [
1287
+ "rate-debt-interest.0",
1288
+ "rate-debt-interest.1",
1289
+ "rate-debt-interest.2"
1290
+ ]
1291
+ }
1292
+ ],
1293
  "evidence": [
1294
  {
1295
  "id": "macro.driver.BAMLH0A0HYM2",
1296
  "kind": "macroObservation",
1297
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1298
  "status": "observed",
1299
+ "observedAt": "2026-08-27",
1300
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1301
  },
1302
  {
 
1304
  "kind": "macroObservation",
1305
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1306
  "status": "observed",
1307
+ "observedAt": "2026-08-27",
1308
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1309
  },
1310
  {
landing/lenses/000720.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
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  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
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- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "neutral",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "neutral",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -931,14 +931,14 @@
931
  "version": "1"
932
  },
933
  "time": {
934
- "asOf": "2026-08-23",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
- "retrievedAt": "2026-08-23"
939
  },
940
  "period": null,
941
- "knowledgeBoundary": "2026-08-23"
942
  },
943
  "status": "partial",
944
  "conclusion": {
@@ -1058,19 +1058,19 @@
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
- "asOf": "2026-08-23",
1062
- "dataAsOf": "2026-08-21",
1063
  "period": "2025",
1064
- "knowledgeBoundary": "2026-08-23"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
1068
- "label": "괴리 판단 보류",
1069
- "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
1070
  },
1071
  "confidence": {
1072
- "level": "medium",
1073
- "score": 65.0,
1074
  "method": "threeBlockCoverageAndSignalClarity"
1075
  },
1076
  "drivers": [
@@ -1091,8 +1091,8 @@
1091
  {
1092
  "id": "price",
1093
  "label": "가격 반응",
1094
- "score": 0.0,
1095
- "direction": "neutral",
1096
  "sourceRef": "price.score"
1097
  }
1098
  ],
@@ -1104,7 +1104,7 @@
1104
  "basis": "marketBehavior",
1105
  "direction": "neutral",
1106
  "horizon": "latestPeriod",
1107
- "asOf": "2026-08-23",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
@@ -1124,8 +1124,8 @@
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
- "asOf": "2026-08-23",
1128
- "dataAsOf": "2026-08-21",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
@@ -1137,17 +1137,17 @@
1137
  "falsifierRefs": [
1138
  "classificationBreak"
1139
  ],
1140
- "relation": "inconclusive"
1141
  },
1142
  {
1143
  "id": "quant.priceReaction",
1144
  "label": "가격 반응",
1145
  "comparisonKey": "marketReaction",
1146
  "basis": "marketBehavior",
1147
- "direction": "neutral",
1148
  "horizon": "currentMarket",
1149
- "asOf": "2026-08-23",
1150
- "dataAsOf": "2026-08-21",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
@@ -1157,7 +1157,7 @@
1157
  "falsifierRefs": [
1158
  "classificationBreak"
1159
  ],
1160
- "value": 0.0
1161
  }
1162
  ],
1163
  "evidence": [
@@ -1182,7 +1182,7 @@
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
- "observedAt": "2026-08-21",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
@@ -1210,13 +1210,13 @@
1210
  {
1211
  "id": "reversal",
1212
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1213
- "classification": "reassessment"
1214
  }
1215
  ],
1216
  "falsifiers": [
1217
  {
1218
  "id": "classificationBreak",
1219
- "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
1220
  }
1221
  ],
1222
  "payload": {
@@ -1225,7 +1225,7 @@
1225
  "expectation",
1226
  "price"
1227
  ],
1228
- "classification": "inconclusive"
1229
  }
1230
  },
1231
  "macro": {
@@ -1238,15 +1238,15 @@
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
- "asOf": "2026-08-23",
1242
- "dataAsOf": "2026-08-21",
1243
  "period": null,
1244
- "knowledgeBoundary": "2026-08-23"
1245
  },
1246
  "status": "usable",
1247
  "conclusion": {
1248
- "label": "거시 전파 경로 혼재",
1249
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "high",
@@ -1257,30 +1257,53 @@
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
- "value": 2.75,
1261
  "unit": "%p",
1262
- "signal": "rising",
1263
- "change": 0.020000000000000018,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
- "value": 2.75,
1270
  "unit": "%",
1271
- "signal": "flat",
1272
- "change": 0.0,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  }
1275
  ],
1276
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1277
  "evidence": [
1278
  {
1279
  "id": "macro.driver.BAMLH0A0HYM2",
1280
  "kind": "macroObservation",
1281
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1282
  "status": "observed",
1283
- "observedAt": "2026-08-20",
1284
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1285
  },
1286
  {
@@ -1288,7 +1311,7 @@
1288
  "kind": "macroObservation",
1289
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1290
  "status": "observed",
1291
- "observedAt": "2026-08-21",
1292
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1293
  },
1294
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "neutral",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "adverse",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "adverse",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "neutral",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
931
  "version": "1"
932
  },
933
  "time": {
934
+ "asOf": "2026-08-30",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
+ "retrievedAt": "2026-08-30"
939
  },
940
  "period": null,
941
+ "knowledgeBoundary": "2026-08-30"
942
  },
943
  "status": "partial",
944
  "conclusion": {
 
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
+ "asOf": "2026-08-30",
1062
+ "dataAsOf": "2026-08-28",
1063
  "period": "2025",
1064
+ "knowledgeBoundary": "2026-08-30"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
1068
+ "label": "펀더멘털과 가격 확인",
1069
+ "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
1070
  },
1071
  "confidence": {
1072
+ "level": "high",
1073
+ "score": 100.0,
1074
  "method": "threeBlockCoverageAndSignalClarity"
1075
  },
1076
  "drivers": [
 
1091
  {
1092
  "id": "price",
1093
  "label": "가격 반응",
1094
+ "score": 0.25,
1095
+ "direction": "positive",
1096
  "sourceRef": "price.score"
1097
  }
1098
  ],
 
1104
  "basis": "marketBehavior",
1105
  "direction": "neutral",
1106
  "horizon": "latestPeriod",
1107
+ "asOf": "2026-08-30",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
 
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
+ "asOf": "2026-08-30",
1128
+ "dataAsOf": "2026-08-28",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
 
1137
  "falsifierRefs": [
1138
  "classificationBreak"
1139
  ],
1140
+ "relation": "confirmation"
1141
  },
1142
  {
1143
  "id": "quant.priceReaction",
1144
  "label": "가격 반응",
1145
  "comparisonKey": "marketReaction",
1146
  "basis": "marketBehavior",
1147
+ "direction": "supportive",
1148
  "horizon": "currentMarket",
1149
+ "asOf": "2026-08-30",
1150
+ "dataAsOf": "2026-08-28",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
 
1157
  "falsifierRefs": [
1158
  "classificationBreak"
1159
  ],
1160
+ "value": 0.25
1161
  }
1162
  ],
1163
  "evidence": [
 
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
+ "observedAt": "2026-08-28",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
 
1210
  {
1211
  "id": "reversal",
1212
  "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
1213
+ "classification": "inconclusive"
1214
  }
1215
  ],
1216
  "falsifiers": [
1217
  {
1218
  "id": "classificationBreak",
1219
+ "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
1220
  }
1221
  ],
1222
  "payload": {
 
1225
  "expectation",
1226
  "price"
1227
  ],
1228
+ "classification": "confirmation"
1229
  }
1230
  },
1231
  "macro": {
 
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
+ "asOf": "2026-08-30",
1242
+ "dataAsOf": "2026-08-27",
1243
  "period": null,
1244
+ "knowledgeBoundary": "2026-08-30"
1245
  },
1246
  "status": "usable",
1247
  "conclusion": {
1248
+ "label": "거시 역풍 경로 우세",
1249
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "high",
 
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
+ "value": 2.63,
1261
  "unit": "%p",
1262
+ "signal": "falling",
1263
+ "change": -0.040000000000000036,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
+ "value": 3.0,
1270
  "unit": "%",
1271
+ "signal": "rising",
1272
+ "change": 0.25,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  }
1275
  ],
1276
+ "claims": [
1277
+ {
1278
+ "id": "macro.companyTransmission",
1279
+ "label": "기업 직접근거 거시 전달경로",
1280
+ "comparisonKey": "macroTransmission",
1281
+ "basis": "macroCompanyEdges",
1282
+ "direction": "adverse",
1283
+ "horizon": "currentCycle",
1284
+ "asOf": "2026-08-30",
1285
+ "dataAsOf": "2026-08-27",
1286
+ "period": null,
1287
+ "status": "derived",
1288
+ "sourceRef": "dartlab://analysis/000720/product/drivers/debtRatio",
1289
+ "evidenceRefs": [
1290
+ "macro.company.analysis.debtRatio",
1291
+ "macro.company.analysis.interestCoverage"
1292
+ ],
1293
+ "falsifierRefs": [
1294
+ "rate-debt-interest.0",
1295
+ "rate-debt-interest.1",
1296
+ "rate-debt-interest.2"
1297
+ ]
1298
+ }
1299
+ ],
1300
  "evidence": [
1301
  {
1302
  "id": "macro.driver.BAMLH0A0HYM2",
1303
  "kind": "macroObservation",
1304
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1305
  "status": "observed",
1306
+ "observedAt": "2026-08-27",
1307
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1308
  },
1309
  {
 
1311
  "kind": "macroObservation",
1312
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1313
  "status": "observed",
1314
+ "observedAt": "2026-08-27",
1315
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1316
  },
1317
  {
landing/lenses/000760.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2025",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -622,13 +622,13 @@
622
  "version": "v4.0"
623
  },
624
  "time": {
625
- "asOf": "2026-08-23",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
- "retrievedAt": "2026-08-23"
629
  },
630
  "period": "2025",
631
- "knowledgeBoundary": "2026-08-23"
632
  },
633
  "status": "usable",
634
  "conclusion": {
@@ -690,7 +690,7 @@
690
  "basis": "creditNarrative",
691
  "direction": "supportive",
692
  "horizon": "latestPeriod",
693
- "asOf": "2026-08-23",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
@@ -709,7 +709,7 @@
709
  "basis": "creditNarrative",
710
  "direction": "neutral",
711
  "horizon": "latestPeriod",
712
- "asOf": "2026-08-23",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
@@ -728,7 +728,7 @@
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
- "asOf": "2026-08-23",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
@@ -747,7 +747,7 @@
747
  "basis": "creditNarrative",
748
  "direction": "supportive",
749
  "horizon": "latestPeriod",
750
- "asOf": "2026-08-23",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
@@ -932,14 +932,14 @@
932
  "version": "1"
933
  },
934
  "time": {
935
- "asOf": "2026-08-23",
936
  "dataAsOf": {
937
  "mappingUpdatedAt": "2026-04-14",
938
  "financialPeriod": null,
939
- "retrievedAt": "2026-08-23"
940
  },
941
  "period": null,
942
- "knowledgeBoundary": "2026-08-23"
943
  },
944
  "status": "partial",
945
  "conclusion": {
@@ -1059,10 +1059,10 @@
1059
  "version": "1"
1060
  },
1061
  "time": {
1062
- "asOf": "2026-08-23",
1063
- "dataAsOf": "2026-08-21",
1064
  "period": "2025",
1065
- "knowledgeBoundary": "2026-08-23"
1066
  },
1067
  "status": "usable",
1068
  "conclusion": {
@@ -1105,7 +1105,7 @@
1105
  "basis": "marketBehavior",
1106
  "direction": "neutral",
1107
  "horizon": "latestPeriod",
1108
- "asOf": "2026-08-23",
1109
  "dataAsOf": "2025",
1110
  "period": "2025",
1111
  "status": "observed",
@@ -1125,8 +1125,8 @@
1125
  "basis": "marketBehavior",
1126
  "direction": "unknown",
1127
  "horizon": "latestDecision",
1128
- "asOf": "2026-08-23",
1129
- "dataAsOf": "2026-08-21",
1130
  "period": "2025",
1131
  "status": "derived",
1132
  "sourceRef": "dartlab://quant/earnings",
@@ -1147,8 +1147,8 @@
1147
  "basis": "marketBehavior",
1148
  "direction": "supportive",
1149
  "horizon": "currentMarket",
1150
- "asOf": "2026-08-23",
1151
- "dataAsOf": "2026-08-21",
1152
  "period": "2025",
1153
  "status": "observed",
1154
  "sourceRef": "dartlab://quant/verdict",
@@ -1183,7 +1183,7 @@
1183
  "kind": "marketReaction",
1184
  "sourceRef": "dartlab://quant/verdict",
1185
  "status": "derived",
1186
- "observedAt": "2026-08-21",
1187
  "detail": "괴리 판정의 price 입력"
1188
  }
1189
  ],
@@ -1239,15 +1239,15 @@
1239
  "version": "1"
1240
  },
1241
  "time": {
1242
- "asOf": "2026-08-23",
1243
- "dataAsOf": "2026-08-21",
1244
  "period": null,
1245
- "knowledgeBoundary": "2026-08-23"
1246
  },
1247
  "status": "partial",
1248
  "conclusion": {
1249
- "label": "거시 전파 경로 혼재",
1250
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1251
  },
1252
  "confidence": {
1253
  "level": "medium",
@@ -1258,28 +1258,28 @@
1258
  {
1259
  "id": "BAMLH0A0HYM2",
1260
  "label": "미국 HY 스프레드",
1261
- "value": 2.75,
1262
  "unit": "%p",
1263
- "signal": "rising",
1264
- "change": 0.020000000000000018,
1265
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1266
  },
1267
  {
1268
  "id": "BASE_RATE",
1269
  "label": "한국 기준금리",
1270
- "value": 2.75,
1271
  "unit": "%",
1272
- "signal": "flat",
1273
- "change": 0.0,
1274
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1275
  },
1276
  {
1277
  "id": "DCOILWTICO",
1278
  "label": "WTI",
1279
- "value": 86.48,
1280
  "unit": "$",
1281
- "signal": "rising",
1282
- "change": 0.4399999999999977,
1283
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1284
  },
1285
  {
@@ -1294,21 +1294,44 @@
1294
  {
1295
  "id": "USDKRW",
1296
  "label": "원/달러",
1297
- "value": 1386.5,
1298
  "unit": "원",
1299
  "signal": "falling",
1300
- "change": -6.099999999999909,
1301
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1302
  }
1303
  ],
1304
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1305
  "evidence": [
1306
  {
1307
  "id": "macro.driver.BAMLH0A0HYM2",
1308
  "kind": "macroObservation",
1309
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1310
  "status": "observed",
1311
- "observedAt": "2026-08-20",
1312
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1313
  },
1314
  {
@@ -1316,7 +1339,7 @@
1316
  "kind": "macroObservation",
1317
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1318
  "status": "observed",
1319
- "observedAt": "2026-08-21",
1320
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1321
  },
1322
  {
@@ -1324,7 +1347,7 @@
1324
  "kind": "macroObservation",
1325
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1326
  "status": "observed",
1327
- "observedAt": "2026-08-18",
1328
  "detail": "WTI 최신 관측과 직전 변화"
1329
  },
1330
  {
@@ -1340,7 +1363,7 @@
1340
  "kind": "macroObservation",
1341
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1342
  "status": "observed",
1343
- "observedAt": "2026-08-21",
1344
  "detail": "원/달러 최신 관측과 직전 변화"
1345
  },
1346
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "adverse",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "adverse",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
622
  "version": "v4.0"
623
  },
624
  "time": {
625
+ "asOf": "2026-08-30",
626
  "dataAsOf": {
627
  "latestPeriod": "2025",
628
+ "retrievedAt": "2026-08-30"
629
  },
630
  "period": "2025",
631
+ "knowledgeBoundary": "2026-08-30"
632
  },
633
  "status": "usable",
634
  "conclusion": {
 
690
  "basis": "creditNarrative",
691
  "direction": "supportive",
692
  "horizon": "latestPeriod",
693
+ "asOf": "2026-08-30",
694
  "dataAsOf": "2025",
695
  "period": "2025",
696
  "status": "derived",
 
709
  "basis": "creditNarrative",
710
  "direction": "neutral",
711
  "horizon": "latestPeriod",
712
+ "asOf": "2026-08-30",
713
  "dataAsOf": "2025",
714
  "period": "2025",
715
  "status": "derived",
 
728
  "basis": "creditNarrative",
729
  "direction": "adverse",
730
  "horizon": "latestPeriod",
731
+ "asOf": "2026-08-30",
732
  "dataAsOf": "2025",
733
  "period": "2025",
734
  "status": "derived",
 
747
  "basis": "creditNarrative",
748
  "direction": "supportive",
749
  "horizon": "latestPeriod",
750
+ "asOf": "2026-08-30",
751
  "dataAsOf": "2025",
752
  "period": "2025",
753
  "status": "derived",
 
932
  "version": "1"
933
  },
934
  "time": {
935
+ "asOf": "2026-08-30",
936
  "dataAsOf": {
937
  "mappingUpdatedAt": "2026-04-14",
938
  "financialPeriod": null,
939
+ "retrievedAt": "2026-08-30"
940
  },
941
  "period": null,
942
+ "knowledgeBoundary": "2026-08-30"
943
  },
944
  "status": "partial",
945
  "conclusion": {
 
1059
  "version": "1"
1060
  },
1061
  "time": {
1062
+ "asOf": "2026-08-30",
1063
+ "dataAsOf": "2026-08-28",
1064
  "period": "2025",
1065
+ "knowledgeBoundary": "2026-08-30"
1066
  },
1067
  "status": "usable",
1068
  "conclusion": {
 
1105
  "basis": "marketBehavior",
1106
  "direction": "neutral",
1107
  "horizon": "latestPeriod",
1108
+ "asOf": "2026-08-30",
1109
  "dataAsOf": "2025",
1110
  "period": "2025",
1111
  "status": "observed",
 
1125
  "basis": "marketBehavior",
1126
  "direction": "unknown",
1127
  "horizon": "latestDecision",
1128
+ "asOf": "2026-08-30",
1129
+ "dataAsOf": "2026-08-28",
1130
  "period": "2025",
1131
  "status": "derived",
1132
  "sourceRef": "dartlab://quant/earnings",
 
1147
  "basis": "marketBehavior",
1148
  "direction": "supportive",
1149
  "horizon": "currentMarket",
1150
+ "asOf": "2026-08-30",
1151
+ "dataAsOf": "2026-08-28",
1152
  "period": "2025",
1153
  "status": "observed",
1154
  "sourceRef": "dartlab://quant/verdict",
 
1183
  "kind": "marketReaction",
1184
  "sourceRef": "dartlab://quant/verdict",
1185
  "status": "derived",
1186
+ "observedAt": "2026-08-28",
1187
  "detail": "괴리 판정의 price 입력"
1188
  }
1189
  ],
 
1239
  "version": "1"
1240
  },
1241
  "time": {
1242
+ "asOf": "2026-08-30",
1243
+ "dataAsOf": "2026-08-28",
1244
  "period": null,
1245
+ "knowledgeBoundary": "2026-08-30"
1246
  },
1247
  "status": "partial",
1248
  "conclusion": {
1249
+ "label": "거시 역풍 경로 우세",
1250
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1251
  },
1252
  "confidence": {
1253
  "level": "medium",
 
1258
  {
1259
  "id": "BAMLH0A0HYM2",
1260
  "label": "미국 HY 스프레드",
1261
+ "value": 2.63,
1262
  "unit": "%p",
1263
+ "signal": "falling",
1264
+ "change": -0.040000000000000036,
1265
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1266
  },
1267
  {
1268
  "id": "BASE_RATE",
1269
  "label": "한국 기준금리",
1270
+ "value": 3.0,
1271
  "unit": "%",
1272
+ "signal": "rising",
1273
+ "change": 0.25,
1274
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1275
  },
1276
  {
1277
  "id": "DCOILWTICO",
1278
  "label": "WTI",
1279
+ "value": 83.9,
1280
  "unit": "$",
1281
+ "signal": "falling",
1282
+ "change": -2.4399999999999977,
1283
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1284
  },
1285
  {
 
1294
  {
1295
  "id": "USDKRW",
1296
  "label": "원/달러",
1297
+ "value": 1372.5,
1298
  "unit": "원",
1299
  "signal": "falling",
1300
+ "change": -8.400000000000091,
1301
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1302
  }
1303
  ],
1304
+ "claims": [
1305
+ {
1306
+ "id": "macro.companyTransmission",
1307
+ "label": "기업 직접근거 거시 전달경로",
1308
+ "comparisonKey": "macroTransmission",
1309
+ "basis": "macroCompanyEdges",
1310
+ "direction": "adverse",
1311
+ "horizon": "currentCycle",
1312
+ "asOf": "2026-08-30",
1313
+ "dataAsOf": "2026-08-28",
1314
+ "period": null,
1315
+ "status": "derived",
1316
+ "sourceRef": "dartlab://analysis/000760/product/drivers/debtRatio",
1317
+ "evidenceRefs": [
1318
+ "macro.company.analysis.debtRatio",
1319
+ "macro.company.analysis.interestCoverage"
1320
+ ],
1321
+ "falsifierRefs": [
1322
+ "rate-debt-interest.0",
1323
+ "rate-debt-interest.1",
1324
+ "rate-debt-interest.2"
1325
+ ]
1326
+ }
1327
+ ],
1328
  "evidence": [
1329
  {
1330
  "id": "macro.driver.BAMLH0A0HYM2",
1331
  "kind": "macroObservation",
1332
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1333
  "status": "observed",
1334
+ "observedAt": "2026-08-27",
1335
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1336
  },
1337
  {
 
1339
  "kind": "macroObservation",
1340
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1341
  "status": "observed",
1342
+ "observedAt": "2026-08-27",
1343
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1344
  },
1345
  {
 
1347
  "kind": "macroObservation",
1348
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1349
  "status": "observed",
1350
+ "observedAt": "2026-08-25",
1351
  "detail": "WTI 최신 관측과 직전 변화"
1352
  },
1353
  {
 
1363
  "kind": "macroObservation",
1364
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1365
  "status": "observed",
1366
+ "observedAt": "2026-08-28",
1367
  "detail": "원/달러 최신 관측과 직전 변화"
1368
  },
1369
  {
landing/lenses/0007C0.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
38
  "representative": "2026"
39
  },
40
  "mixedPeriods": false,
41
- "retrievedAt": "2026-08-23"
42
  },
43
  "period": "2026",
44
- "knowledgeBoundary": "2026-08-23"
45
  },
46
  "status": "partial",
47
  "conclusion": {
@@ -234,13 +234,13 @@
234
  "version": "v4.0"
235
  },
236
  "time": {
237
- "asOf": "2026-08-23",
238
  "dataAsOf": {
239
  "latestPeriod": "2026",
240
- "retrievedAt": "2026-08-23"
241
  },
242
  "period": "2026",
243
- "knowledgeBoundary": "2026-08-23"
244
  },
245
  "status": "blocked",
246
  "conclusion": {
@@ -399,14 +399,14 @@
399
  "version": "1"
400
  },
401
  "time": {
402
- "asOf": "2026-08-23",
403
  "dataAsOf": {
404
  "mappingUpdatedAt": "2026-04-14",
405
  "financialPeriod": null,
406
- "retrievedAt": "2026-08-23"
407
  },
408
  "period": null,
409
- "knowledgeBoundary": "2026-08-23"
410
  },
411
  "status": "partial",
412
  "conclusion": {
@@ -526,10 +526,10 @@
526
  "version": "1"
527
  },
528
  "time": {
529
- "asOf": "2026-08-23",
530
- "dataAsOf": "2026-08-21",
531
  "period": null,
532
- "knowledgeBoundary": "2026-08-23"
533
  },
534
  "status": "partial",
535
  "conclusion": {
@@ -558,8 +558,8 @@
558
  "basis": "marketBehavior",
559
  "direction": "unknown",
560
  "horizon": "latestDecision",
561
- "asOf": "2026-08-23",
562
- "dataAsOf": "2026-08-21",
563
  "period": null,
564
  "status": "derived",
565
  "sourceRef": "dartlab://quant/verdict",
@@ -578,8 +578,8 @@
578
  "basis": "marketBehavior",
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  "direction": "adverse",
580
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- "asOf": "2026-08-23",
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- "dataAsOf": "2026-08-21",
583
  "period": null,
584
  "status": "observed",
585
  "sourceRef": "dartlab://quant/verdict",
@@ -598,7 +598,7 @@
598
  "kind": "marketReaction",
599
  "sourceRef": "dartlab://quant/verdict",
600
  "status": "derived",
601
- "observedAt": "2026-08-21",
602
  "detail": "괴리 판정의 price 입력"
603
  }
604
  ],
@@ -666,15 +666,15 @@
666
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- "dataAsOf": "2026-08-21",
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  "period": null,
672
- "knowledgeBoundary": "2026-08-23"
673
  },
674
  "status": "usable",
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  "conclusion": {
676
- "label": "거시 전파 경로 혼재",
677
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
678
  },
679
  "confidence": {
680
  "level": "high",
@@ -685,19 +685,19 @@
685
  {
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  "id": "BAMLH0A0HYM2",
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  "label": "미국 HY 스프레드",
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  "unit": "%p",
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- "change": 0.020000000000000018,
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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  {
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  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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- "change": 0.0,
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
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@@ -708,7 +708,7 @@
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  "kind": "macroObservation",
709
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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  },
714
  {
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  "detail": "한국 기준금리 최신 관측과 직전 변화"
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  {
 
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  "version": "1"
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  "status": "partial",
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  "conclusion": {
 
234
  "version": "v4.0"
235
  },
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  "time": {
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+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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+ "retrievedAt": "2026-08-30"
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  },
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  "period": "2026",
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+ "knowledgeBoundary": "2026-08-30"
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  },
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  "status": "blocked",
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  "conclusion": {
 
399
  "version": "1"
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  },
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  "time": {
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+ "asOf": "2026-08-30",
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  "dataAsOf": {
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  "status": "partial",
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  "conclusion": {
 
526
  "version": "1"
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  "time": {
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+ "asOf": "2026-08-30",
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  "period": null,
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  "conclusion": {
 
558
  "basis": "marketBehavior",
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  "direction": "unknown",
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  "horizon": "latestDecision",
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+ "asOf": "2026-08-30",
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+ "dataAsOf": "2026-08-28",
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  "period": null,
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  "status": "derived",
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  "sourceRef": "dartlab://quant/verdict",
 
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  "basis": "marketBehavior",
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  "direction": "adverse",
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  "horizon": "currentMarket",
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+ "asOf": "2026-08-30",
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+ "dataAsOf": "2026-08-28",
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  "period": null,
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  "status": "observed",
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  "sourceRef": "dartlab://quant/verdict",
 
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  "kind": "marketReaction",
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  "sourceRef": "dartlab://quant/verdict",
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  "status": "derived",
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+ "observedAt": "2026-08-28",
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  "detail": "괴리 판정의 price 입력"
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  }
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  ],
 
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  "version": "1"
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  "time": {
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  "period": null,
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+ "knowledgeBoundary": "2026-08-30"
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  },
674
  "status": "usable",
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  "conclusion": {
676
+ "label": "거시 역풍 경로 우세",
677
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
678
  },
679
  "confidence": {
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  "level": "high",
 
685
  {
686
  "id": "BAMLH0A0HYM2",
687
  "label": "미국 HY 스프레드",
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+ "value": 2.63,
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  "unit": "%p",
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+ "signal": "falling",
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+ "change": -0.040000000000000036,
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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  },
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  {
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  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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+ "value": 3.0,
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  "unit": "%",
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+ "signal": "rising",
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+ "change": 0.25,
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
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  }
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  ],
 
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
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  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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  },
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  {
 
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  "kind": "macroObservation",
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
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  "detail": "한국 기준금리 최신 관측과 직전 변화"
721
  },
722
  {
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  "dataAsOf": {
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@@ -38,10 +38,10 @@
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- "retrievedAt": "2026-08-23"
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  "period": "2026",
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@@ -383,14 +383,14 @@
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  "version": "1"
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385
  "time": {
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  "dataAsOf": {
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  "mappingUpdatedAt": "2026-04-14",
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  "financialPeriod": null,
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  "period": null,
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  "status": "partial",
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  "conclusion": {
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  "version": "1"
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  "time": {
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- "dataAsOf": "2026-08-21",
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  "period": null,
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- "knowledgeBoundary": "2026-08-23"
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  },
518
  "status": "partial",
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  "conclusion": {
@@ -529,8 +529,8 @@
529
  {
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  "id": "price",
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  "label": "가격 반응",
532
- "score": -0.5,
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- "direction": "negative",
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  "sourceRef": "price.score"
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  }
536
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@@ -542,8 +542,8 @@
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  "basis": "marketBehavior",
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- "dataAsOf": "2026-08-21",
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  "period": null,
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  "status": "derived",
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  "sourceRef": "dartlab://quant/verdict",
@@ -560,10 +560,10 @@
560
  "label": "가격 반응",
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  "comparisonKey": "marketReaction",
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  "basis": "marketBehavior",
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- "direction": "adverse",
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  "horizon": "currentMarket",
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- "dataAsOf": "2026-08-21",
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  "period": null,
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  "status": "observed",
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  "sourceRef": "dartlab://quant/verdict",
@@ -573,7 +573,7 @@
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  "falsifierRefs": [
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  "classificationBreak"
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- "value": -0.5
577
  }
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  ],
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  "evidence": [
@@ -582,7 +582,7 @@
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  "kind": "marketReaction",
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  "sourceRef": "dartlab://quant/verdict",
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  "status": "derived",
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  "detail": "괴리 판정의 price 입력"
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  },
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  "status": "usable",
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  "conclusion": {
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- "label": "거시 전파 경로 혼재",
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- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
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  },
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  "confidence": {
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  "level": "high",
@@ -669,19 +669,19 @@
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  {
670
  "id": "BAMLH0A0HYM2",
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  "unit": "%p",
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  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
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@@ -692,7 +692,7 @@
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  {
 
20
  "version": "1"
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  "conclusion": {
 
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  "version": "v4.0"
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  "version": "1"
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  "time": {
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  "period": null,
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  "status": "partial",
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  "conclusion": {
 
510
  "version": "1"
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  "time": {
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  "conclusion": {
 
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  {
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  "id": "price",
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  "label": "가격 반응",
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  "comparisonKey": "marketReaction",
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  "basis": "marketBehavior",
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  "horizon": "currentMarket",
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  "period": null,
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  "status": "observed",
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  "sourceRef": "dartlab://quant/verdict",
 
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  "falsifierRefs": [
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  "evidence": [
 
582
  "kind": "marketReaction",
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  "sourceRef": "dartlab://quant/verdict",
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  "status": "derived",
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  "detail": "괴리 판정의 price 입력"
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  ],
 
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  "version": "1"
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  "period": null,
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  "status": "usable",
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+ "label": "거시 역풍 경로 우세",
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  "confidence": {
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  "level": "high",
 
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  {
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  "id": "BAMLH0A0HYM2",
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  "label": "미국 HY 스프레드",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
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  "id": "BASE_RATE",
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  "label": "한국 기준금리",
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+ "change": 0.25,
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
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  "kind": "macroObservation",
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  "status": "observed",
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  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
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  "kind": "macroObservation",
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  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
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  "status": "observed",
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  "detail": "한국 기준금리 최신 관측과 직전 변화"
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  {
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@@ -50,10 +50,10 @@
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  "period": "2026",
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  "status": "partial",
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  "conclusion": {
@@ -133,7 +133,7 @@
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  "basis": "companyFundamentals",
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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@@ -163,7 +163,7 @@
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  "period": "2025",
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@@ -184,7 +184,7 @@
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  "basis": "companyFundamentals",
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@@ -214,7 +214,7 @@
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@@ -235,7 +235,7 @@
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  "dataAsOf": {
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  "latestPeriod": "2026",
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@@ -265,7 +265,7 @@
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  "representative": "2026"
266
  },
267
  "mixedPeriods": false,
268
- "retrievedAt": "2026-08-23"
269
  },
270
  "period": "2025",
271
  "status": "derived",
@@ -286,7 +286,7 @@
286
  "basis": "companyFundamentals",
287
  "direction": "supportive",
288
  "horizon": "multiYear",
289
- "asOf": "2026-08-23",
290
  "dataAsOf": {
291
  "latestPeriod": "2026",
292
  "earliestPeriod": "2019",
@@ -316,7 +316,7 @@
316
  "representative": "2026"
317
  },
318
  "mixedPeriods": false,
319
- "retrievedAt": "2026-08-23"
320
  },
321
  "period": "2026",
322
  "status": "derived",
@@ -601,13 +601,13 @@
601
  "version": "v4.0"
602
  },
603
  "time": {
604
- "asOf": "2026-08-23",
605
  "dataAsOf": {
606
  "latestPeriod": "2025",
607
- "retrievedAt": "2026-08-23"
608
  },
609
  "period": "2025",
610
- "knowledgeBoundary": "2026-08-23"
611
  },
612
  "status": "usable",
613
  "conclusion": {
@@ -669,7 +669,7 @@
669
  "basis": "creditNarrative",
670
  "direction": "supportive",
671
  "horizon": "latestPeriod",
672
- "asOf": "2026-08-23",
673
  "dataAsOf": "2025",
674
  "period": "2025",
675
  "status": "derived",
@@ -688,7 +688,7 @@
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
- "asOf": "2026-08-23",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
@@ -707,7 +707,7 @@
707
  "basis": "creditNarrative",
708
  "direction": "supportive",
709
  "horizon": "latestPeriod",
710
- "asOf": "2026-08-23",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
@@ -726,7 +726,7 @@
726
  "basis": "creditNarrative",
727
  "direction": "adverse",
728
  "horizon": "latestPeriod",
729
- "asOf": "2026-08-23",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
@@ -910,14 +910,14 @@
910
  "version": "1"
911
  },
912
  "time": {
913
- "asOf": "2026-08-23",
914
  "dataAsOf": {
915
  "mappingUpdatedAt": null,
916
  "financialPeriod": null,
917
- "retrievedAt": "2026-08-23"
918
  },
919
  "period": null,
920
- "knowledgeBoundary": "2026-08-23"
921
  },
922
  "status": "blocked",
923
  "conclusion": {
@@ -1032,10 +1032,10 @@
1032
  "version": "1"
1033
  },
1034
  "time": {
1035
- "asOf": "2026-08-23",
1036
  "dataAsOf": null,
1037
  "period": null,
1038
- "knowledgeBoundary": "2026-08-23"
1039
  },
1040
  "status": "blocked",
1041
  "conclusion": {
@@ -1120,15 +1120,15 @@
1120
  "version": "1"
1121
  },
1122
  "time": {
1123
- "asOf": "2026-08-23",
1124
- "dataAsOf": "2026-08-21",
1125
  "period": null,
1126
- "knowledgeBoundary": "2026-08-23"
1127
  },
1128
  "status": "partial",
1129
  "conclusion": {
1130
- "label": "거시 전파 경로 혼재",
1131
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1132
  },
1133
  "confidence": {
1134
  "level": "medium",
@@ -1139,19 +1139,19 @@
1139
  {
1140
  "id": "BAMLH0A0HYM2",
1141
  "label": "미국 HY 스프레드",
1142
- "value": 2.75,
1143
  "unit": "%p",
1144
- "signal": "rising",
1145
- "change": 0.020000000000000018,
1146
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1147
  },
1148
  {
1149
  "id": "BASE_RATE",
1150
  "label": "한국 기준금리",
1151
- "value": 2.75,
1152
  "unit": "%",
1153
- "signal": "flat",
1154
- "change": 0.0,
1155
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1156
  },
1157
  {
@@ -1166,10 +1166,10 @@
1166
  {
1167
  "id": "DCOILWTICO",
1168
  "label": "WTI",
1169
- "value": 86.48,
1170
  "unit": "$",
1171
- "signal": "rising",
1172
- "change": 0.4399999999999977,
1173
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1174
  },
1175
  {
@@ -1184,21 +1184,44 @@
1184
  {
1185
  "id": "USDKRW",
1186
  "label": "원/달러",
1187
- "value": 1386.5,
1188
  "unit": "원",
1189
  "signal": "falling",
1190
- "change": -6.099999999999909,
1191
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1192
  }
1193
  ],
1194
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1195
  "evidence": [
1196
  {
1197
  "id": "macro.driver.BAMLH0A0HYM2",
1198
  "kind": "macroObservation",
1199
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1200
  "status": "observed",
1201
- "observedAt": "2026-08-20",
1202
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1203
  },
1204
  {
@@ -1206,7 +1229,7 @@
1206
  "kind": "macroObservation",
1207
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1208
  "status": "observed",
1209
- "observedAt": "2026-08-21",
1210
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1211
  },
1212
  {
@@ -1222,7 +1245,7 @@
1222
  "kind": "macroObservation",
1223
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1224
  "status": "observed",
1225
- "observedAt": "2026-08-18",
1226
  "detail": "WTI 최신 관측과 직전 변화"
1227
  },
1228
  {
@@ -1238,7 +1261,7 @@
1238
  "kind": "macroObservation",
1239
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1240
  "status": "observed",
1241
- "observedAt": "2026-08-21",
1242
  "detail": "원/달러 최신 관측과 직전 변화"
1243
  },
1244
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2019",
 
50
  "representative": "2026"
51
  },
52
  "mixedPeriods": false,
53
+ "retrievedAt": "2026-08-30"
54
  },
55
  "period": "2026",
56
+ "knowledgeBoundary": "2026-08-30"
57
  },
58
  "status": "partial",
59
  "conclusion": {
 
133
  "basis": "companyFundamentals",
134
  "direction": "supportive",
135
  "horizon": "latestPeriod",
136
+ "asOf": "2026-08-30",
137
  "dataAsOf": {
138
  "latestPeriod": "2026",
139
  "earliestPeriod": "2019",
 
163
  "representative": "2026"
164
  },
165
  "mixedPeriods": false,
166
+ "retrievedAt": "2026-08-30"
167
  },
168
  "period": "2025",
169
  "status": "derived",
 
184
  "basis": "companyFundamentals",
185
  "direction": "supportive",
186
  "horizon": "multiYear",
187
+ "asOf": "2026-08-30",
188
  "dataAsOf": {
189
  "latestPeriod": "2026",
190
  "earliestPeriod": "2019",
 
214
  "representative": "2026"
215
  },
216
  "mixedPeriods": false,
217
+ "retrievedAt": "2026-08-30"
218
  },
219
  "period": "2026",
220
  "status": "derived",
 
235
  "basis": "companyFundamentals",
236
  "direction": "supportive",
237
  "horizon": "latestPeriod",
238
+ "asOf": "2026-08-30",
239
  "dataAsOf": {
240
  "latestPeriod": "2026",
241
  "earliestPeriod": "2019",
 
265
  "representative": "2026"
266
  },
267
  "mixedPeriods": false,
268
+ "retrievedAt": "2026-08-30"
269
  },
270
  "period": "2025",
271
  "status": "derived",
 
286
  "basis": "companyFundamentals",
287
  "direction": "supportive",
288
  "horizon": "multiYear",
289
+ "asOf": "2026-08-30",
290
  "dataAsOf": {
291
  "latestPeriod": "2026",
292
  "earliestPeriod": "2019",
 
316
  "representative": "2026"
317
  },
318
  "mixedPeriods": false,
319
+ "retrievedAt": "2026-08-30"
320
  },
321
  "period": "2026",
322
  "status": "derived",
 
601
  "version": "v4.0"
602
  },
603
  "time": {
604
+ "asOf": "2026-08-30",
605
  "dataAsOf": {
606
  "latestPeriod": "2025",
607
+ "retrievedAt": "2026-08-30"
608
  },
609
  "period": "2025",
610
+ "knowledgeBoundary": "2026-08-30"
611
  },
612
  "status": "usable",
613
  "conclusion": {
 
669
  "basis": "creditNarrative",
670
  "direction": "supportive",
671
  "horizon": "latestPeriod",
672
+ "asOf": "2026-08-30",
673
  "dataAsOf": "2025",
674
  "period": "2025",
675
  "status": "derived",
 
688
  "basis": "creditNarrative",
689
  "direction": "supportive",
690
  "horizon": "latestPeriod",
691
+ "asOf": "2026-08-30",
692
  "dataAsOf": "2025",
693
  "period": "2025",
694
  "status": "derived",
 
707
  "basis": "creditNarrative",
708
  "direction": "supportive",
709
  "horizon": "latestPeriod",
710
+ "asOf": "2026-08-30",
711
  "dataAsOf": "2025",
712
  "period": "2025",
713
  "status": "derived",
 
726
  "basis": "creditNarrative",
727
  "direction": "adverse",
728
  "horizon": "latestPeriod",
729
+ "asOf": "2026-08-30",
730
  "dataAsOf": "2025",
731
  "period": "2025",
732
  "status": "derived",
 
910
  "version": "1"
911
  },
912
  "time": {
913
+ "asOf": "2026-08-30",
914
  "dataAsOf": {
915
  "mappingUpdatedAt": null,
916
  "financialPeriod": null,
917
+ "retrievedAt": "2026-08-30"
918
  },
919
  "period": null,
920
+ "knowledgeBoundary": "2026-08-30"
921
  },
922
  "status": "blocked",
923
  "conclusion": {
 
1032
  "version": "1"
1033
  },
1034
  "time": {
1035
+ "asOf": "2026-08-30",
1036
  "dataAsOf": null,
1037
  "period": null,
1038
+ "knowledgeBoundary": "2026-08-30"
1039
  },
1040
  "status": "blocked",
1041
  "conclusion": {
 
1120
  "version": "1"
1121
  },
1122
  "time": {
1123
+ "asOf": "2026-08-30",
1124
+ "dataAsOf": "2026-08-28",
1125
  "period": null,
1126
+ "knowledgeBoundary": "2026-08-30"
1127
  },
1128
  "status": "partial",
1129
  "conclusion": {
1130
+ "label": "거시 역풍 경로 우세",
1131
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
1132
  },
1133
  "confidence": {
1134
  "level": "medium",
 
1139
  {
1140
  "id": "BAMLH0A0HYM2",
1141
  "label": "미국 HY 스프레드",
1142
+ "value": 2.63,
1143
  "unit": "%p",
1144
+ "signal": "falling",
1145
+ "change": -0.040000000000000036,
1146
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1147
  },
1148
  {
1149
  "id": "BASE_RATE",
1150
  "label": "한국 기준금리",
1151
+ "value": 3.0,
1152
  "unit": "%",
1153
+ "signal": "rising",
1154
+ "change": 0.25,
1155
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1156
  },
1157
  {
 
1166
  {
1167
  "id": "DCOILWTICO",
1168
  "label": "WTI",
1169
+ "value": 83.9,
1170
  "unit": "$",
1171
+ "signal": "falling",
1172
+ "change": -2.4399999999999977,
1173
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1174
  },
1175
  {
 
1184
  {
1185
  "id": "USDKRW",
1186
  "label": "원/달러",
1187
+ "value": 1372.5,
1188
  "unit": "원",
1189
  "signal": "falling",
1190
+ "change": -8.400000000000091,
1191
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1192
  }
1193
  ],
1194
+ "claims": [
1195
+ {
1196
+ "id": "macro.companyTransmission",
1197
+ "label": "기업 직접근거 거시 전달경로",
1198
+ "comparisonKey": "macroTransmission",
1199
+ "basis": "macroCompanyEdges",
1200
+ "direction": "adverse",
1201
+ "horizon": "currentCycle",
1202
+ "asOf": "2026-08-30",
1203
+ "dataAsOf": "2026-08-28",
1204
+ "period": null,
1205
+ "status": "derived",
1206
+ "sourceRef": "dartlab://analysis/000800/product/drivers/debtRatio",
1207
+ "evidenceRefs": [
1208
+ "macro.company.analysis.debtRatio",
1209
+ "macro.company.analysis.interestCoverage"
1210
+ ],
1211
+ "falsifierRefs": [
1212
+ "rate-debt-interest.0",
1213
+ "rate-debt-interest.1",
1214
+ "rate-debt-interest.2"
1215
+ ]
1216
+ }
1217
+ ],
1218
  "evidence": [
1219
  {
1220
  "id": "macro.driver.BAMLH0A0HYM2",
1221
  "kind": "macroObservation",
1222
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1223
  "status": "observed",
1224
+ "observedAt": "2026-08-27",
1225
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1226
  },
1227
  {
 
1229
  "kind": "macroObservation",
1230
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1231
  "status": "observed",
1232
+ "observedAt": "2026-08-27",
1233
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1234
  },
1235
  {
 
1245
  "kind": "macroObservation",
1246
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1247
  "status": "observed",
1248
+ "observedAt": "2026-08-25",
1249
  "detail": "WTI 최신 관측과 직전 변화"
1250
  },
1251
  {
 
1261
  "kind": "macroObservation",
1262
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1263
  "status": "observed",
1264
+ "observedAt": "2026-08-28",
1265
  "detail": "원/달러 최신 관측과 직전 변화"
1266
  },
1267
  {
landing/lenses/000810.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
40
  "representative": "2026"
41
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42
  "mixedPeriods": false,
43
- "retrievedAt": "2026-08-23"
44
  },
45
  "period": "2026",
46
- "knowledgeBoundary": "2026-08-23"
47
  },
48
  "status": "partial",
49
  "conclusion": {
@@ -114,7 +114,7 @@
114
  "basis": "companyFundamentals",
115
  "direction": "supportive",
116
  "horizon": "latestPeriod",
117
- "asOf": "2026-08-23",
118
  "dataAsOf": {
119
  "latestPeriod": "2026",
120
  "earliestPeriod": "2024",
@@ -134,7 +134,7 @@
134
  "representative": "2026"
135
  },
136
  "mixedPeriods": false,
137
- "retrievedAt": "2026-08-23"
138
  },
139
  "period": "2025",
140
  "status": "derived",
@@ -155,7 +155,7 @@
155
  "basis": "companyFundamentals",
156
  "direction": "supportive",
157
  "horizon": "latestPeriod",
158
- "asOf": "2026-08-23",
159
  "dataAsOf": {
160
  "latestPeriod": "2026",
161
  "earliestPeriod": "2024",
@@ -175,7 +175,7 @@
175
  "representative": "2026"
176
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177
  "mixedPeriods": false,
178
- "retrievedAt": "2026-08-23"
179
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180
  "period": "2025",
181
  "status": "derived",
@@ -437,13 +437,13 @@
437
  "version": "v4.1-TrackB-diagnostic"
438
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439
  "time": {
440
- "asOf": "2026-08-23",
441
  "dataAsOf": {
442
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443
- "retrievedAt": "2026-08-23"
444
  },
445
  "period": "2025",
446
- "knowledgeBoundary": "2026-08-23"
447
  },
448
  "status": "blocked",
449
  "conclusion": {
@@ -543,14 +543,14 @@
543
  "version": "1"
544
  },
545
  "time": {
546
- "asOf": "2026-08-23",
547
  "dataAsOf": {
548
  "mappingUpdatedAt": "2026-04-14",
549
  "financialPeriod": null,
550
- "retrievedAt": "2026-08-23"
551
  },
552
  "period": null,
553
- "knowledgeBoundary": "2026-08-23"
554
  },
555
  "status": "partial",
556
  "conclusion": {
@@ -670,10 +670,10 @@
670
  "version": "1"
671
  },
672
  "time": {
673
- "asOf": "2026-08-23",
674
- "dataAsOf": "2026-08-21",
675
  "period": "2025",
676
- "knowledgeBoundary": "2026-08-23"
677
  },
678
  "status": "usable",
679
  "conclusion": {
@@ -703,7 +703,7 @@
703
  {
704
  "id": "price",
705
  "label": "가격 반응",
706
- "score": 0.5,
707
  "direction": "positive",
708
  "sourceRef": "price.score"
709
  }
@@ -716,7 +716,7 @@
716
  "basis": "marketBehavior",
717
  "direction": "supportive",
718
  "horizon": "latestPeriod",
719
- "asOf": "2026-08-23",
720
  "dataAsOf": "2025",
721
  "period": "2025",
722
  "status": "observed",
@@ -736,8 +736,8 @@
736
  "basis": "marketBehavior",
737
  "direction": "unknown",
738
  "horizon": "latestDecision",
739
- "asOf": "2026-08-23",
740
- "dataAsOf": "2026-08-21",
741
  "period": "2025",
742
  "status": "derived",
743
  "sourceRef": "dartlab://quant/earnings",
@@ -758,8 +758,8 @@
758
  "basis": "marketBehavior",
759
  "direction": "supportive",
760
  "horizon": "currentMarket",
761
- "asOf": "2026-08-23",
762
- "dataAsOf": "2026-08-21",
763
  "period": "2025",
764
  "status": "observed",
765
  "sourceRef": "dartlab://quant/verdict",
@@ -769,7 +769,7 @@
769
  "falsifierRefs": [
770
  "classificationBreak"
771
  ],
772
- "value": 0.5
773
  }
774
  ],
775
  "evidence": [
@@ -794,7 +794,7 @@
794
  "kind": "marketReaction",
795
  "sourceRef": "dartlab://quant/verdict",
796
  "status": "derived",
797
- "observedAt": "2026-08-21",
798
  "detail": "괴리 판정의 price 입력"
799
  }
800
  ],
@@ -850,15 +850,15 @@
850
  "version": "1"
851
  },
852
  "time": {
853
- "asOf": "2026-08-23",
854
- "dataAsOf": "2026-08-21",
855
  "period": null,
856
- "knowledgeBoundary": "2026-08-23"
857
  },
858
  "status": "partial",
859
  "conclusion": {
860
- "label": "거시 전파 경로 혼재",
861
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
862
  },
863
  "confidence": {
864
  "level": "medium",
@@ -869,30 +869,53 @@
869
  {
870
  "id": "BAMLH0A0HYM2",
871
  "label": "미국 HY 스프레드",
872
- "value": 2.75,
873
  "unit": "%p",
874
- "signal": "rising",
875
- "change": 0.020000000000000018,
876
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
877
  },
878
  {
879
  "id": "BASE_RATE",
880
  "label": "한국 기준금리",
881
- "value": 2.75,
882
  "unit": "%",
883
- "signal": "flat",
884
- "change": 0.0,
885
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
886
  }
887
  ],
888
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
889
  "evidence": [
890
  {
891
  "id": "macro.driver.BAMLH0A0HYM2",
892
  "kind": "macroObservation",
893
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
894
  "status": "observed",
895
- "observedAt": "2026-08-20",
896
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
897
  },
898
  {
@@ -900,7 +923,7 @@
900
  "kind": "macroObservation",
901
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
902
  "status": "observed",
903
- "observedAt": "2026-08-21",
904
  "detail": "한국 기준금리 최신 관측과 직전 변화"
905
  },
906
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2024",
 
40
  "representative": "2026"
41
  },
42
  "mixedPeriods": false,
43
+ "retrievedAt": "2026-08-30"
44
  },
45
  "period": "2026",
46
+ "knowledgeBoundary": "2026-08-30"
47
  },
48
  "status": "partial",
49
  "conclusion": {
 
114
  "basis": "companyFundamentals",
115
  "direction": "supportive",
116
  "horizon": "latestPeriod",
117
+ "asOf": "2026-08-30",
118
  "dataAsOf": {
119
  "latestPeriod": "2026",
120
  "earliestPeriod": "2024",
 
134
  "representative": "2026"
135
  },
136
  "mixedPeriods": false,
137
+ "retrievedAt": "2026-08-30"
138
  },
139
  "period": "2025",
140
  "status": "derived",
 
155
  "basis": "companyFundamentals",
156
  "direction": "supportive",
157
  "horizon": "latestPeriod",
158
+ "asOf": "2026-08-30",
159
  "dataAsOf": {
160
  "latestPeriod": "2026",
161
  "earliestPeriod": "2024",
 
175
  "representative": "2026"
176
  },
177
  "mixedPeriods": false,
178
+ "retrievedAt": "2026-08-30"
179
  },
180
  "period": "2025",
181
  "status": "derived",
 
437
  "version": "v4.1-TrackB-diagnostic"
438
  },
439
  "time": {
440
+ "asOf": "2026-08-30",
441
  "dataAsOf": {
442
  "latestPeriod": "2025",
443
+ "retrievedAt": "2026-08-30"
444
  },
445
  "period": "2025",
446
+ "knowledgeBoundary": "2026-08-30"
447
  },
448
  "status": "blocked",
449
  "conclusion": {
 
543
  "version": "1"
544
  },
545
  "time": {
546
+ "asOf": "2026-08-30",
547
  "dataAsOf": {
548
  "mappingUpdatedAt": "2026-04-14",
549
  "financialPeriod": null,
550
+ "retrievedAt": "2026-08-30"
551
  },
552
  "period": null,
553
+ "knowledgeBoundary": "2026-08-30"
554
  },
555
  "status": "partial",
556
  "conclusion": {
 
670
  "version": "1"
671
  },
672
  "time": {
673
+ "asOf": "2026-08-30",
674
+ "dataAsOf": "2026-08-28",
675
  "period": "2025",
676
+ "knowledgeBoundary": "2026-08-30"
677
  },
678
  "status": "usable",
679
  "conclusion": {
 
703
  {
704
  "id": "price",
705
  "label": "가격 반응",
706
+ "score": 0.25,
707
  "direction": "positive",
708
  "sourceRef": "price.score"
709
  }
 
716
  "basis": "marketBehavior",
717
  "direction": "supportive",
718
  "horizon": "latestPeriod",
719
+ "asOf": "2026-08-30",
720
  "dataAsOf": "2025",
721
  "period": "2025",
722
  "status": "observed",
 
736
  "basis": "marketBehavior",
737
  "direction": "unknown",
738
  "horizon": "latestDecision",
739
+ "asOf": "2026-08-30",
740
+ "dataAsOf": "2026-08-28",
741
  "period": "2025",
742
  "status": "derived",
743
  "sourceRef": "dartlab://quant/earnings",
 
758
  "basis": "marketBehavior",
759
  "direction": "supportive",
760
  "horizon": "currentMarket",
761
+ "asOf": "2026-08-30",
762
+ "dataAsOf": "2026-08-28",
763
  "period": "2025",
764
  "status": "observed",
765
  "sourceRef": "dartlab://quant/verdict",
 
769
  "falsifierRefs": [
770
  "classificationBreak"
771
  ],
772
+ "value": 0.25
773
  }
774
  ],
775
  "evidence": [
 
794
  "kind": "marketReaction",
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  "sourceRef": "dartlab://quant/verdict",
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  "status": "derived",
797
+ "observedAt": "2026-08-28",
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  "detail": "괴리 판정의 price 입력"
799
  }
800
  ],
 
850
  "version": "1"
851
  },
852
  "time": {
853
+ "asOf": "2026-08-30",
854
+ "dataAsOf": "2026-08-27",
855
  "period": null,
856
+ "knowledgeBoundary": "2026-08-30"
857
  },
858
  "status": "partial",
859
  "conclusion": {
860
+ "label": "거시 역풍 경로 우세",
861
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
862
  },
863
  "confidence": {
864
  "level": "medium",
 
869
  {
870
  "id": "BAMLH0A0HYM2",
871
  "label": "미국 HY 스프레드",
872
+ "value": 2.63,
873
  "unit": "%p",
874
+ "signal": "falling",
875
+ "change": -0.040000000000000036,
876
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
877
  },
878
  {
879
  "id": "BASE_RATE",
880
  "label": "한국 기준금리",
881
+ "value": 3.0,
882
  "unit": "%",
883
+ "signal": "rising",
884
+ "change": 0.25,
885
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
886
  }
887
  ],
888
+ "claims": [
889
+ {
890
+ "id": "macro.companyTransmission",
891
+ "label": "기업 직접근거 거시 전달경로",
892
+ "comparisonKey": "macroTransmission",
893
+ "basis": "macroCompanyEdges",
894
+ "direction": "adverse",
895
+ "horizon": "currentCycle",
896
+ "asOf": "2026-08-30",
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+ "dataAsOf": "2026-08-27",
898
+ "period": null,
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+ "status": "derived",
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+ "sourceRef": "dartlab://analysis/000810/product/drivers/debtRatio",
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+ "evidenceRefs": [
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+ "macro.company.analysis.debtRatio",
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+ "macro.company.analysis.interestCoverage"
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+ ],
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+ "falsifierRefs": [
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+ "rate-debt-interest.0",
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+ "rate-debt-interest.1",
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+ "rate-debt-interest.2"
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+ ]
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+ }
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+ ],
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  "evidence": [
913
  {
914
  "id": "macro.driver.BAMLH0A0HYM2",
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  "kind": "macroObservation",
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  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
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  "status": "observed",
918
+ "observedAt": "2026-08-27",
919
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
920
  },
921
  {
 
923
  "kind": "macroObservation",
924
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
925
  "status": "observed",
926
+ "observedAt": "2026-08-27",
927
  "detail": "한국 기준금리 최신 관측과 직전 변화"
928
  },
929
  {
landing/lenses/000850.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
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- "asOf": "2026-08-23",
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  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
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  "representative": "2026"
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  },
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  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  },
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  "period": "2026",
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- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
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  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
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- "retrievedAt": "2026-08-23"
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  },
176
  "period": "2025",
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  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
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  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
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  "latestPeriod": "2026",
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  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
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228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
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  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
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  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
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  "latestPeriod": "2025",
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- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "neutral",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -924,14 +924,14 @@
924
  "version": "1"
925
  },
926
  "time": {
927
- "asOf": "2026-08-23",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
- "retrievedAt": "2026-08-23"
932
  },
933
  "period": null,
934
- "knowledgeBoundary": "2026-08-23"
935
  },
936
  "status": "partial",
937
  "conclusion": {
@@ -1051,10 +1051,10 @@
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
- "asOf": "2026-08-23",
1055
- "dataAsOf": "2026-08-21",
1056
  "period": "2025",
1057
- "knowledgeBoundary": "2026-08-23"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
@@ -1097,7 +1097,7 @@
1097
  "basis": "marketBehavior",
1098
  "direction": "neutral",
1099
  "horizon": "latestPeriod",
1100
- "asOf": "2026-08-23",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
@@ -1117,8 +1117,8 @@
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
- "asOf": "2026-08-23",
1121
- "dataAsOf": "2026-08-21",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
@@ -1139,8 +1139,8 @@
1139
  "basis": "marketBehavior",
1140
  "direction": "supportive",
1141
  "horizon": "currentMarket",
1142
- "asOf": "2026-08-23",
1143
- "dataAsOf": "2026-08-21",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
@@ -1175,7 +1175,7 @@
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
- "observedAt": "2026-08-21",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
@@ -1231,15 +1231,15 @@
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
- "asOf": "2026-08-23",
1235
- "dataAsOf": "2026-08-21",
1236
  "period": null,
1237
- "knowledgeBoundary": "2026-08-23"
1238
  },
1239
  "status": "usable",
1240
  "conclusion": {
1241
- "label": "거시 전파 경로 혼재",
1242
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "high",
@@ -1250,30 +1250,53 @@
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
- "value": 2.75,
1254
  "unit": "%p",
1255
- "signal": "rising",
1256
- "change": 0.020000000000000018,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
- "value": 2.75,
1263
  "unit": "%",
1264
- "signal": "flat",
1265
- "change": 0.0,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  }
1268
  ],
1269
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1270
  "evidence": [
1271
  {
1272
  "id": "macro.driver.BAMLH0A0HYM2",
1273
  "kind": "macroObservation",
1274
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1275
  "status": "observed",
1276
- "observedAt": "2026-08-20",
1277
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1278
  },
1279
  {
@@ -1281,7 +1304,7 @@
1281
  "kind": "macroObservation",
1282
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1283
  "status": "observed",
1284
- "observedAt": "2026-08-21",
1285
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1286
  },
1287
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2025",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "neutral",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "neutral",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
924
  "version": "1"
925
  },
926
  "time": {
927
+ "asOf": "2026-08-30",
928
  "dataAsOf": {
929
  "mappingUpdatedAt": "2026-04-14",
930
  "financialPeriod": null,
931
+ "retrievedAt": "2026-08-30"
932
  },
933
  "period": null,
934
+ "knowledgeBoundary": "2026-08-30"
935
  },
936
  "status": "partial",
937
  "conclusion": {
 
1051
  "version": "1"
1052
  },
1053
  "time": {
1054
+ "asOf": "2026-08-30",
1055
+ "dataAsOf": "2026-08-28",
1056
  "period": "2025",
1057
+ "knowledgeBoundary": "2026-08-30"
1058
  },
1059
  "status": "usable",
1060
  "conclusion": {
 
1097
  "basis": "marketBehavior",
1098
  "direction": "neutral",
1099
  "horizon": "latestPeriod",
1100
+ "asOf": "2026-08-30",
1101
  "dataAsOf": "2025",
1102
  "period": "2025",
1103
  "status": "observed",
 
1117
  "basis": "marketBehavior",
1118
  "direction": "unknown",
1119
  "horizon": "latestDecision",
1120
+ "asOf": "2026-08-30",
1121
+ "dataAsOf": "2026-08-28",
1122
  "period": "2025",
1123
  "status": "derived",
1124
  "sourceRef": "dartlab://quant/earnings",
 
1139
  "basis": "marketBehavior",
1140
  "direction": "supportive",
1141
  "horizon": "currentMarket",
1142
+ "asOf": "2026-08-30",
1143
+ "dataAsOf": "2026-08-28",
1144
  "period": "2025",
1145
  "status": "observed",
1146
  "sourceRef": "dartlab://quant/verdict",
 
1175
  "kind": "marketReaction",
1176
  "sourceRef": "dartlab://quant/verdict",
1177
  "status": "derived",
1178
+ "observedAt": "2026-08-28",
1179
  "detail": "괴리 판정의 price 입력"
1180
  }
1181
  ],
 
1231
  "version": "1"
1232
  },
1233
  "time": {
1234
+ "asOf": "2026-08-30",
1235
+ "dataAsOf": "2026-08-27",
1236
  "period": null,
1237
+ "knowledgeBoundary": "2026-08-30"
1238
  },
1239
  "status": "usable",
1240
  "conclusion": {
1241
+ "label": "거시 역풍 경로 우세",
1242
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
1243
  },
1244
  "confidence": {
1245
  "level": "high",
 
1250
  {
1251
  "id": "BAMLH0A0HYM2",
1252
  "label": "미국 HY 스프레드",
1253
+ "value": 2.63,
1254
  "unit": "%p",
1255
+ "signal": "falling",
1256
+ "change": -0.040000000000000036,
1257
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1258
  },
1259
  {
1260
  "id": "BASE_RATE",
1261
  "label": "한국 기준금리",
1262
+ "value": 3.0,
1263
  "unit": "%",
1264
+ "signal": "rising",
1265
+ "change": 0.25,
1266
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1267
  }
1268
  ],
1269
+ "claims": [
1270
+ {
1271
+ "id": "macro.companyTransmission",
1272
+ "label": "기업 직접근거 거시 전달경로",
1273
+ "comparisonKey": "macroTransmission",
1274
+ "basis": "macroCompanyEdges",
1275
+ "direction": "adverse",
1276
+ "horizon": "currentCycle",
1277
+ "asOf": "2026-08-30",
1278
+ "dataAsOf": "2026-08-27",
1279
+ "period": null,
1280
+ "status": "derived",
1281
+ "sourceRef": "dartlab://analysis/000850/product/drivers/debtRatio",
1282
+ "evidenceRefs": [
1283
+ "macro.company.analysis.debtRatio",
1284
+ "macro.company.analysis.interestCoverage"
1285
+ ],
1286
+ "falsifierRefs": [
1287
+ "rate-debt-interest.0",
1288
+ "rate-debt-interest.1",
1289
+ "rate-debt-interest.2"
1290
+ ]
1291
+ }
1292
+ ],
1293
  "evidence": [
1294
  {
1295
  "id": "macro.driver.BAMLH0A0HYM2",
1296
  "kind": "macroObservation",
1297
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1298
  "status": "observed",
1299
+ "observedAt": "2026-08-27",
1300
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1301
  },
1302
  {
 
1304
  "kind": "macroObservation",
1305
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1306
  "status": "observed",
1307
+ "observedAt": "2026-08-27",
1308
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1309
  },
1310
  {
landing/lenses/000860.json CHANGED
@@ -20,7 +20,7 @@
20
  "version": "1"
21
  },
22
  "time": {
23
- "asOf": "2026-08-23",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
- "retrievedAt": "2026-08-23"
58
  },
59
  "period": "2026",
60
- "knowledgeBoundary": "2026-08-23"
61
  },
62
  "status": "partial",
63
  "conclusion": {
@@ -137,7 +137,7 @@
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
- "asOf": "2026-08-23",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
- "retrievedAt": "2026-08-23"
175
  },
176
  "period": "2024",
177
  "status": "derived",
@@ -192,7 +192,7 @@
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
- "asOf": "2026-08-23",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
- "retrievedAt": "2026-08-23"
230
  },
231
  "period": "2026",
232
  "status": "derived",
@@ -247,7 +247,7 @@
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
- "asOf": "2026-08-23",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
- "retrievedAt": "2026-08-23"
285
  },
286
  "period": "2025",
287
  "status": "derived",
@@ -302,7 +302,7 @@
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
- "asOf": "2026-08-23",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
- "retrievedAt": "2026-08-23"
340
  },
341
  "period": "2026",
342
  "status": "derived",
@@ -621,13 +621,13 @@
621
  "version": "v4.0"
622
  },
623
  "time": {
624
- "asOf": "2026-08-23",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
- "retrievedAt": "2026-08-23"
628
  },
629
  "period": "2025",
630
- "knowledgeBoundary": "2026-08-23"
631
  },
632
  "status": "usable",
633
  "conclusion": {
@@ -689,7 +689,7 @@
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
- "asOf": "2026-08-23",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
@@ -708,7 +708,7 @@
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
- "asOf": "2026-08-23",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
@@ -727,7 +727,7 @@
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
- "asOf": "2026-08-23",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
@@ -746,7 +746,7 @@
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
- "asOf": "2026-08-23",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
@@ -916,7 +916,7 @@
916
  "notchAdjustment": null,
917
  "divergenceExplanation": [
918
  "유동성 축이 35점으로 등급 하방 압력",
919
- "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과",
920
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
921
  ]
922
  }
@@ -931,14 +931,14 @@
931
  "version": "1"
932
  },
933
  "time": {
934
- "asOf": "2026-08-23",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
- "retrievedAt": "2026-08-23"
939
  },
940
  "period": null,
941
- "knowledgeBoundary": "2026-08-23"
942
  },
943
  "status": "partial",
944
  "conclusion": {
@@ -1058,10 +1058,10 @@
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
- "asOf": "2026-08-23",
1062
- "dataAsOf": "2026-08-21",
1063
  "period": "2025",
1064
- "knowledgeBoundary": "2026-08-23"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
@@ -1091,8 +1091,8 @@
1091
  {
1092
  "id": "price",
1093
  "label": "가격 반응",
1094
- "score": -0.5,
1095
- "direction": "negative",
1096
  "sourceRef": "price.score"
1097
  }
1098
  ],
@@ -1104,7 +1104,7 @@
1104
  "basis": "marketBehavior",
1105
  "direction": "neutral",
1106
  "horizon": "latestPeriod",
1107
- "asOf": "2026-08-23",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
@@ -1124,8 +1124,8 @@
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
- "asOf": "2026-08-23",
1128
- "dataAsOf": "2026-08-21",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
@@ -1144,10 +1144,10 @@
1144
  "label": "가격 반응",
1145
  "comparisonKey": "marketReaction",
1146
  "basis": "marketBehavior",
1147
- "direction": "adverse",
1148
  "horizon": "currentMarket",
1149
- "asOf": "2026-08-23",
1150
- "dataAsOf": "2026-08-21",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
@@ -1157,7 +1157,7 @@
1157
  "falsifierRefs": [
1158
  "classificationBreak"
1159
  ],
1160
- "value": -0.5
1161
  }
1162
  ],
1163
  "evidence": [
@@ -1182,7 +1182,7 @@
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
- "observedAt": "2026-08-21",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
@@ -1238,15 +1238,15 @@
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
- "asOf": "2026-08-23",
1242
- "dataAsOf": "2026-08-21",
1243
  "period": null,
1244
- "knowledgeBoundary": "2026-08-23"
1245
  },
1246
  "status": "partial",
1247
  "conclusion": {
1248
- "label": "거시 전파 경로 혼재",
1249
- "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "medium",
@@ -1257,28 +1257,28 @@
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
- "value": 2.75,
1261
  "unit": "%p",
1262
- "signal": "rising",
1263
- "change": 0.020000000000000018,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
- "value": 2.75,
1270
  "unit": "%",
1271
- "signal": "flat",
1272
- "change": 0.0,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  },
1275
  {
1276
  "id": "DCOILWTICO",
1277
  "label": "WTI",
1278
- "value": 86.48,
1279
  "unit": "$",
1280
- "signal": "rising",
1281
- "change": 0.4399999999999977,
1282
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1283
  },
1284
  {
@@ -1293,21 +1293,44 @@
1293
  {
1294
  "id": "USDKRW",
1295
  "label": "원/달러",
1296
- "value": 1386.5,
1297
  "unit": "원",
1298
  "signal": "falling",
1299
- "change": -6.099999999999909,
1300
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1301
  }
1302
  ],
1303
- "claims": [],
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1304
  "evidence": [
1305
  {
1306
  "id": "macro.driver.BAMLH0A0HYM2",
1307
  "kind": "macroObservation",
1308
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1309
  "status": "observed",
1310
- "observedAt": "2026-08-20",
1311
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1312
  },
1313
  {
@@ -1315,7 +1338,7 @@
1315
  "kind": "macroObservation",
1316
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1317
  "status": "observed",
1318
- "observedAt": "2026-08-21",
1319
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1320
  },
1321
  {
@@ -1323,7 +1346,7 @@
1323
  "kind": "macroObservation",
1324
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1325
  "status": "observed",
1326
- "observedAt": "2026-08-18",
1327
  "detail": "WTI 최신 관측과 직전 변화"
1328
  },
1329
  {
@@ -1339,7 +1362,7 @@
1339
  "kind": "macroObservation",
1340
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1341
  "status": "observed",
1342
- "observedAt": "2026-08-21",
1343
  "detail": "원/달러 최신 관측과 직전 변화"
1344
  },
1345
  {
 
20
  "version": "1"
21
  },
22
  "time": {
23
+ "asOf": "2026-08-30",
24
  "dataAsOf": {
25
  "latestPeriod": "2026",
26
  "earliestPeriod": "2017",
 
54
  "representative": "2026"
55
  },
56
  "mixedPeriods": false,
57
+ "retrievedAt": "2026-08-30"
58
  },
59
  "period": "2026",
60
+ "knowledgeBoundary": "2026-08-30"
61
  },
62
  "status": "partial",
63
  "conclusion": {
 
137
  "basis": "companyFundamentals",
138
  "direction": "supportive",
139
  "horizon": "latestPeriod",
140
+ "asOf": "2026-08-30",
141
  "dataAsOf": {
142
  "latestPeriod": "2026",
143
  "earliestPeriod": "2017",
 
171
  "representative": "2026"
172
  },
173
  "mixedPeriods": false,
174
+ "retrievedAt": "2026-08-30"
175
  },
176
  "period": "2024",
177
  "status": "derived",
 
192
  "basis": "companyFundamentals",
193
  "direction": "adverse",
194
  "horizon": "multiYear",
195
+ "asOf": "2026-08-30",
196
  "dataAsOf": {
197
  "latestPeriod": "2026",
198
  "earliestPeriod": "2017",
 
226
  "representative": "2026"
227
  },
228
  "mixedPeriods": false,
229
+ "retrievedAt": "2026-08-30"
230
  },
231
  "period": "2026",
232
  "status": "derived",
 
247
  "basis": "companyFundamentals",
248
  "direction": "adverse",
249
  "horizon": "latestPeriod",
250
+ "asOf": "2026-08-30",
251
  "dataAsOf": {
252
  "latestPeriod": "2026",
253
  "earliestPeriod": "2017",
 
281
  "representative": "2026"
282
  },
283
  "mixedPeriods": false,
284
+ "retrievedAt": "2026-08-30"
285
  },
286
  "period": "2025",
287
  "status": "derived",
 
302
  "basis": "companyFundamentals",
303
  "direction": "supportive",
304
  "horizon": "multiYear",
305
+ "asOf": "2026-08-30",
306
  "dataAsOf": {
307
  "latestPeriod": "2026",
308
  "earliestPeriod": "2017",
 
336
  "representative": "2026"
337
  },
338
  "mixedPeriods": false,
339
+ "retrievedAt": "2026-08-30"
340
  },
341
  "period": "2026",
342
  "status": "derived",
 
621
  "version": "v4.0"
622
  },
623
  "time": {
624
+ "asOf": "2026-08-30",
625
  "dataAsOf": {
626
  "latestPeriod": "2025",
627
+ "retrievedAt": "2026-08-30"
628
  },
629
  "period": "2025",
630
+ "knowledgeBoundary": "2026-08-30"
631
  },
632
  "status": "usable",
633
  "conclusion": {
 
689
  "basis": "creditNarrative",
690
  "direction": "supportive",
691
  "horizon": "latestPeriod",
692
+ "asOf": "2026-08-30",
693
  "dataAsOf": "2025",
694
  "period": "2025",
695
  "status": "derived",
 
708
  "basis": "creditNarrative",
709
  "direction": "neutral",
710
  "horizon": "latestPeriod",
711
+ "asOf": "2026-08-30",
712
  "dataAsOf": "2025",
713
  "period": "2025",
714
  "status": "derived",
 
727
  "basis": "creditNarrative",
728
  "direction": "neutral",
729
  "horizon": "latestPeriod",
730
+ "asOf": "2026-08-30",
731
  "dataAsOf": "2025",
732
  "period": "2025",
733
  "status": "derived",
 
746
  "basis": "creditNarrative",
747
  "direction": "adverse",
748
  "horizon": "latestPeriod",
749
+ "asOf": "2026-08-30",
750
  "dataAsOf": "2025",
751
  "period": "2025",
752
  "status": "derived",
 
916
  "notchAdjustment": null,
917
  "divergenceExplanation": [
918
  "유동성 축이 35점으로 등급 하방 압력",
919
+ "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과",
920
  "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
921
  ]
922
  }
 
931
  "version": "1"
932
  },
933
  "time": {
934
+ "asOf": "2026-08-30",
935
  "dataAsOf": {
936
  "mappingUpdatedAt": "2026-04-14",
937
  "financialPeriod": null,
938
+ "retrievedAt": "2026-08-30"
939
  },
940
  "period": null,
941
+ "knowledgeBoundary": "2026-08-30"
942
  },
943
  "status": "partial",
944
  "conclusion": {
 
1058
  "version": "1"
1059
  },
1060
  "time": {
1061
+ "asOf": "2026-08-30",
1062
+ "dataAsOf": "2026-08-28",
1063
  "period": "2025",
1064
+ "knowledgeBoundary": "2026-08-30"
1065
  },
1066
  "status": "usable",
1067
  "conclusion": {
 
1091
  {
1092
  "id": "price",
1093
  "label": "가격 반응",
1094
+ "score": 0.5,
1095
+ "direction": "positive",
1096
  "sourceRef": "price.score"
1097
  }
1098
  ],
 
1104
  "basis": "marketBehavior",
1105
  "direction": "neutral",
1106
  "horizon": "latestPeriod",
1107
+ "asOf": "2026-08-30",
1108
  "dataAsOf": "2025",
1109
  "period": "2025",
1110
  "status": "observed",
 
1124
  "basis": "marketBehavior",
1125
  "direction": "unknown",
1126
  "horizon": "latestDecision",
1127
+ "asOf": "2026-08-30",
1128
+ "dataAsOf": "2026-08-28",
1129
  "period": "2025",
1130
  "status": "derived",
1131
  "sourceRef": "dartlab://quant/earnings",
 
1144
  "label": "가격 반응",
1145
  "comparisonKey": "marketReaction",
1146
  "basis": "marketBehavior",
1147
+ "direction": "supportive",
1148
  "horizon": "currentMarket",
1149
+ "asOf": "2026-08-30",
1150
+ "dataAsOf": "2026-08-28",
1151
  "period": "2025",
1152
  "status": "observed",
1153
  "sourceRef": "dartlab://quant/verdict",
 
1157
  "falsifierRefs": [
1158
  "classificationBreak"
1159
  ],
1160
+ "value": 0.5
1161
  }
1162
  ],
1163
  "evidence": [
 
1182
  "kind": "marketReaction",
1183
  "sourceRef": "dartlab://quant/verdict",
1184
  "status": "derived",
1185
+ "observedAt": "2026-08-28",
1186
  "detail": "괴리 판정의 price 입력"
1187
  }
1188
  ],
 
1238
  "version": "1"
1239
  },
1240
  "time": {
1241
+ "asOf": "2026-08-30",
1242
+ "dataAsOf": "2026-08-28",
1243
  "period": null,
1244
+ "knowledgeBoundary": "2026-08-30"
1245
  },
1246
  "status": "partial",
1247
  "conclusion": {
1248
+ "label": "거시 역풍 경로 우세",
1249
+ "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
1250
  },
1251
  "confidence": {
1252
  "level": "medium",
 
1257
  {
1258
  "id": "BAMLH0A0HYM2",
1259
  "label": "미국 HY 스프레드",
1260
+ "value": 2.63,
1261
  "unit": "%p",
1262
+ "signal": "falling",
1263
+ "change": -0.040000000000000036,
1264
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
1265
  },
1266
  {
1267
  "id": "BASE_RATE",
1268
  "label": "한국 기준금리",
1269
+ "value": 3.0,
1270
  "unit": "%",
1271
+ "signal": "rising",
1272
+ "change": 0.25,
1273
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
1274
  },
1275
  {
1276
  "id": "DCOILWTICO",
1277
  "label": "WTI",
1278
+ "value": 83.9,
1279
  "unit": "$",
1280
+ "signal": "falling",
1281
+ "change": -2.4399999999999977,
1282
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
1283
  },
1284
  {
 
1293
  {
1294
  "id": "USDKRW",
1295
  "label": "원/달러",
1296
+ "value": 1372.5,
1297
  "unit": "원",
1298
  "signal": "falling",
1299
+ "change": -8.400000000000091,
1300
  "sourceRef": "macro/ecos/observations.parquet#USDKRW"
1301
  }
1302
  ],
1303
+ "claims": [
1304
+ {
1305
+ "id": "macro.companyTransmission",
1306
+ "label": "기업 직접근거 거시 전달경로",
1307
+ "comparisonKey": "macroTransmission",
1308
+ "basis": "macroCompanyEdges",
1309
+ "direction": "adverse",
1310
+ "horizon": "currentCycle",
1311
+ "asOf": "2026-08-30",
1312
+ "dataAsOf": "2026-08-28",
1313
+ "period": null,
1314
+ "status": "derived",
1315
+ "sourceRef": "dartlab://analysis/000860/product/drivers/debtRatio",
1316
+ "evidenceRefs": [
1317
+ "macro.company.analysis.debtRatio",
1318
+ "macro.company.analysis.interestCoverage"
1319
+ ],
1320
+ "falsifierRefs": [
1321
+ "rate-debt-interest.0",
1322
+ "rate-debt-interest.1",
1323
+ "rate-debt-interest.2"
1324
+ ]
1325
+ }
1326
+ ],
1327
  "evidence": [
1328
  {
1329
  "id": "macro.driver.BAMLH0A0HYM2",
1330
  "kind": "macroObservation",
1331
  "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
1332
  "status": "observed",
1333
+ "observedAt": "2026-08-27",
1334
  "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
1335
  },
1336
  {
 
1338
  "kind": "macroObservation",
1339
  "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
1340
  "status": "observed",
1341
+ "observedAt": "2026-08-27",
1342
  "detail": "한국 기준금리 최신 관측과 직전 변화"
1343
  },
1344
  {
 
1346
  "kind": "macroObservation",
1347
  "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
1348
  "status": "observed",
1349
+ "observedAt": "2026-08-25",
1350
  "detail": "WTI 최신 관측과 직전 변화"
1351
  },
1352
  {
 
1362
  "kind": "macroObservation",
1363
  "sourceRef": "macro/ecos/observations.parquet#USDKRW",
1364
  "status": "observed",
1365
+ "observedAt": "2026-08-28",
1366
  "detail": "원/달러 최신 관측과 직전 변화"
1367
  },
1368
  {